Two former UBS advisors that managed $200 million in assets are moving over to Stifel Nicolaus.Todd Frediani and Larry Stater are leaving UBS to join Stifel’s Santa Rosa, Calif.-based office, according to a statement released by the firm. The move comes only a week after Stifel recruited a former-Morgan Stanley advisor who managed more than $250 million in client assets.Stater has more than 40 years of industry experience, and Frediani 18, according to FINRA. The long-time financial advisors partnered to form Redwood Wealth Management in 2010 during their tenure at UBS.
via Two Advisors with $200M AUM Leave UBS to Sign On With Stifel Financial Group | On Wall Street.