A former Morgan Stanley team that generated $3 million in annual revenue has left to join Steward Partners Global Advisory, boosting the eight-month old independent firm's total recruited assets to more than $1 billion, according to the firm.
The recruits, brothers Kenneth and Erik Mathieson, managed about $315 million in client assets while at Morgan. Both have more than two decades of industry experience, and started their careers at Prudential Securities, according to FINRA records.
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