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.