Wells Fargo Advisors lands $1B team

Four-adviser team have combined production of $5.8 million

Sep 30, 2013 @ 3:23 pm

By Trevor Hunnicutt

advisers, advisors, wells fargo, morgan stanley, alpert group
+ Zoom
(Bloomberg News)

Wells Fargo Advisors LLC has landed a New York-area team of financial advisers who manage more than $1 billion in assets, a spokeswoman for the wirehouse said Monday.

The Alpert Group joined Wells Fargo in Woodbury, N.Y., on Sept. 27 after leaving Morgan Stanley Wealth Management. A Morgan Stanley spokeswoman confirmed their departure.

Alpert includes four advisers — Robert Alpert, Charles Ladenheim, Robert Fusaro and Michael Montuori — and five client associates who have combined production of $5.8 million. Mr. Alpert joined Morgan Stanley in 1983.

Wells Fargo Advisors LLC has landed a New York-area team of financial advisers who manage more than $1 billion in assets, a spokeswoman for the wirehouse said Monday.

The Alpert Group joined Wells Fargo in Woodbury, N.Y., on Sept. 27 after leaving Morgan Stanley Wealth Management. A Morgan Stanley spokeswoman confirmed their departure.

Alpert includes four advisers — Robert Alpert, Charles Ladenheim, Robert Fusaro and Michael Montuori — and five client associates who have combined production of $5.8 million. Mr. Alpert joined Morgan Stanley in 1983.

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