Team managing $500 million at Wells Fargo moves to Alex. Brown

Team managing $500 million at Wells Fargo moves to Alex. Brown
A trio of advisers led by Steve Kanteliotis joins the Raymond James unit in Philadelphia
SEP 14, 2020

Advisers Steve Kanteliotis, Stephen Gitter and Frank Brodsky, who managed $500 million at Wells Fargo Advisors in Philadelphia, have joined the Alex. Brown division of Raymond James.

The trio’s team includes Michael Gambol, the practice’s business manager, and Frederick Daniels, an investment portfolio associate.

Kanteliotis started his career at Prudential Securities and moved to Wells Fargo in 2005.

Gitter has been in the financial services industry for 39 years, starting at Drexel Burnham. He has worked at Prudential Securities, Morgan Stanley and Wachovia Securities, which was acquired by Wells Fargo Advisors in 2008.

Brodsky started in the financial services industry in 1956 and also worked at Drexel Burnham. He joined a predecessor of Wells Fargo in 1989.

See more Advisers on the Move here.

Latest News

Trump ‘Crypto Week’ advances as house conservatives end blockade
Trump ‘Crypto Week’ advances as house conservatives end blockade

Hardliners give way to pressure to approve consideration of bills.

Middle-income households under pressure as finances are squeezed
Middle-income households under pressure as finances are squeezed

Financial resilience is at risk as cost of living strains budgets.

DeVoe: Record-breaking RIA M&A run led by private equity's consolidator comeback
DeVoe: Record-breaking RIA M&A run led by private equity's consolidator comeback

A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.

Fintech bytes: Advisor360, Nitrogen unveil AI updates for advisor productivity
Fintech bytes: Advisor360, Nitrogen unveil AI updates for advisor productivity

Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.