The two advisors, Gerald and Brian Saroken — a father and son team — are based in New York.
Combined, they have about $300 million in assets and $2.6 million in yearly production.
Gerald has been in the business for 15 years; his office is in White Plains. He joined Citibank/Smith Barney in 1999 and moved to Morgan Stanley in 2009, with the MSSB merger, according to FINRA records.
Brian, a CFP, became a Smith Barney advisor in New York City in 2002.
Pitcairn Names Scola Family Wealth Strategy Director
Pitcairn, a family-wealth organization, said earlier this week that Brett Scola, CPA and CFP, is now director of Family Wealth Strategy for its office in Washington, D.C.
“We are confident that Brett’s extensive experience advising families, individuals, and privately-owned businesses will be a great addition as we continue to expand our presence in the Washington, D.C., area,” said commented Pitcairn President and CEO Leslie Voth, in a statement.