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March 25, 2019 at 04:15 PM
Steward Partners Global Advisory, an independent partnership associated with Raymond James, says that Rob Carrigg Jr., CFP, has joined the firm in Portsmouth, New Hampshire, from Merrill Lynch. He comes on board with advisor Andrew Small and two staff members, who have managed about $350 million in assets.
The news comes one week after Steward Partners recruited two former Morgan Stanley advisors in Dallas with roughly $285 million in assets and added an 18th location to its growing network.
“We are excited to have a team with the quality of Rob’s join us, as we are seeing lots of interest in our model, which we call independence with infrastructure …,” said Jim Connors, a divisional president of Steward, in an interview. “We think we have built the perfect space [in the industry], and it’s exciting when we get a team like this one, who join us because they see that value.”
Formed in 2013, Steward now includes 106 advisors with about $11.1 billion in total client assets.
For Carrigg, who was with Merrill for the past 20 years, making a move from Merrill was “the biggest decision of his life,” so he did “extensive due diligence” on his options.
