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Practice management

Merrill Advisors With $227M AUM Land at Wells

By Andrew Welsch
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Published August 27, 2014, 1:21 p.m. EDT
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Updated July 28, 2016, 6:05 p.m. EDT
1 Min Read

Wells Fargo Advisors picked up two Merrill Lynch advisors who managed $227 million in assets.
Advisors Travis Barr and Marco Cisneros, along with financial consultant Mallory Brady, joined Wells Fargo's office in Seal Beach, Calif., a suburb of Los Angeles.

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Barr started his financial services career at Merrill in 2003, according to FINRA records. Cisneros began his career at Citicorp Investment Services, later joining Bank of America Investment Services in 2006.

So far this month Wells Fargo has recruited advisors managing more than $850 million in assets from rivals Merrill Lynch and Morgan Stanley.

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Andrew Welsch
Former Managing Editor
Andrew Welsch is a former managing editor of Financial Planning.
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