Bryan Schneider, who managed $425 million at J.P. Morgan Securities in Wheaton, Illinois, has joined Professional Wealth Advisors, a wealth management team based in Downers Grove, Illinois, affiliated with LPL Financial.
Schneider had been with J.P. Morgan and predecessor firms for more than 20 years.
Wealth managers watch as Apple and NVDA battle it out for the title of the world's largest company.
“There was also cash moving off the sidelines,” one Merrill executive noted.
The PE-backed wealth giant is welcoming the veteran with over 20 years of experience to help lead its next phase of growth.
The Cincinatti firm reportedly missed multiple signs that the errant advisor misappropriated $728k from clients to fund his gambling, pay personal expenses, and repay other investors.
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