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Financial Planning Foundations

$3.5-Mln Merrill Team Launches RIA, LPL Pulls from UBS, Morgan Stanley

This industry press item reports on the team's departure from Merrill to launch Presilium Private Wealth as an independent RIA. It documents the firm's founding and supports its credibility within the advisory industry.

Jerry Davidse

This industry press item reports on the team's departure from Merrill to launch Presilium Private Wealth as an independent RIA. It documents the firm's founding and supports its credibility within the advisory industry.

Key takeaways

  • The founding team left Merrill to launch Presilium as an independent RIA.
  • The move was covered in advisory-industry trade press.
  • This is a press item supporting firm credibility, not a planning article.
  • It belongs under the press section rather than a topic cluster.
More on Financial Planning Foundations

Written by

Jerry Davidse

Chief Executive Officer · CFP®

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