Advisor move
Ronnie Murad
Wells Fargo → Merrill Lynch
What changed
Advisor joined Merrill’s Charleston office with about $285M in client assets and $1.5M in production after about eight years with Wells Fargo.
- Reported / discovered
- Sep 8, 2026
- Effective
- Not reported
- New role
- financial advisor
- Previous role
- Not reported
- Market
- Charleston, WV
- Reported book
- $285M
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement — Alts ↗Sep 8, 2026 · Reporting
Private Wealth Daily ↗Sep 10, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled