$4-Mln Merrill Team Jumps Ship to Join Morgan Stanley on Long Island

Morgan Stanley continues to stoke the recruiting fires and has scooped up a Long Island, New York-based Merrill Lynch team that had generated

Morgan Stanley continues to stoke the recruiting fires and has scooped up a Long Island, New York-based Merrill Lynch team that had generated $4 million in annual revenue.

Three members of the Leiman Inserra Paduano Group, which oversaw $1.5 billion in assets at Merrill, joined Morgan Stanley late last month, according to sources familiar with the move. Peter N. Inserra, his son, Matthew, and Robert A. Paduano Jr., who moved on February 24, according to BrokerCheck, are calling their practice The Inserra and Paduano Group at Morgan Stanley.

The team had been ranked 32nd best-in-state wealth management teams by �Forbes� in 2021.

Read more at Advisorhub

Recent Posts
2021 Financial Advisor Moves & Recruitment Trends to Watch
Recruiting
2023 Insights: Urgent Recruitment Trends and Advisor Moves in Financial Advisory Transitions
Recruiting
2022's Top Recruitment Trends: Navigating Advisor Moves and Financial Advisor Transitions
Recruiting
Most Popular Posts
Upstart Ampersand Partners Lands UBS Broker With $453 Million in Virginia
Personal Finance
Indie Wars: Ameriprise Lands $250 Million LPL Team in Washington, D.C.
Personal Finance
Wells Fargo Nabs Three Teams With $5.2-Mln Combined From UBS, Merrill
Personal Finance

Similar Blog You May Like

Recruiting

2021 Financial Advisor Moves & Recruitment Trends to Watch

Recruiting

2023 Insights: Urgent Recruitment Trends and Advisor Moves in Financial Advisory Transitions

Recruiting

2022's Top Recruitment Trends: Navigating Advisor Moves and Financial Advisor Transitions

Ready to Transform Your Career?

Effortless transitions designed to protect your business, minimize disruptions, and ensure lasting success.

Free Consultation

FaAxis uses advanced AI to provide financial advisors with immediate, confidential, and tailored transition solutions, ensuring the best career opportunities with top firms.

About
About UsContactPractice-FinancingTransitions
Quick Links
Get a DealPlaybookBD DirectoryNewsBuy – Sell
Marketing
Website DesignEmail MarketingPaid Media AdvertisingFractional CMO ServicesContent Marketing
© Copyright 2025 FaAxis, All Rights Reserved.
FaAxis, though an expert in financial advisor transitions with over 20 years of industry experience, operates independently and without affiliation to any governmental or regulatory body. This includes, but is not limited to, well-known organizations such as the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). We are not members of these or any other regulatory entities. While we provide comprehensive information on advisory services, it is important to note that FaAxis is a technology company, and the content on this site is for informational and educational purposes only. We do not engage in the solicitation of securities transactions, nor do we offer personalized investment advice for compensation over the Internet. All communication with potential clients is conducted by appropriately registered representatives or those exempt from registration in the client’s state. FaAxis is a U.S.-based firm dedicated to maintaining the highest standards of privacy. We do not sell your data, spam, or share your information without your consent. Although we strive for accuracy, the information presented may contain inaccuracies for which we assume no liability. The firms mentioned on this site are not represented by us, and any content related to them should be viewed as speculative rather than definitive employment offers. We exercise our right to freedom of speech under the U.S. Constitution by providing this information. This website is intended solely to inform and educate, not to solicit. Our operations do not require specific licenses except where legally mandated.How We Make Money – At FaAxis, our mission is to provide you with the best transition experience at no cost to you. We partner with over a hundred top broker-dealers who retain our services to connect them with talented advisors like you. This allows us to offer comprehensive transition support and real-time offer comparisons without any fees for our users. Our commitment to transparency ensures you have the freedom to make the best decision for your career without any hidden costs. We believe in empowering financial advisors to achieve their fullest potential, backed by our extensive network and innovative AI technology.