Michael Merlin joins Rockefeller after a decade with Morgan Stanley, FA-IQ sister publication FundFire writes, citing his LinkedIn profile and Finra records. Merlin first joined the financial services industry in 1998, registering with Citigroup Global Markets, according to his BrokerCheck profile.
FundFire could not reach Merlin for comment and a spokesman for Rockefeller didn’t return the publication’s calls for comment.
With Gregory Fleming, former president of Morgan Stanley and Merrill Lynch, at the helm, Rockefeller has grown its wealth management operations steadily by luring advisors from Fleming’s alma maters and other wirehouses.
Morgan Stanley’s advisor ranks, meanwhile, shrunk by 226 during 2019. The company had 15,468 wealth management representatives at the end of the year.