Team move
The Vazquez-Monasterio Team
UBS Wealth Management USA → Merrill Lynch
What changed
Joined Merrill from UBS with Manuel J. Monasterio; team managed $1.2B, produced $4.7M, and included four support staff.
- Reported / discovered
- Sep 10, 2026
- Effective
- Not reported
- New role
- Advisor
- Previous role
- Not reported
- Market
- Santa Fe, NM
- Reported book
- $1.2B
- Reported team size
- 6 people
- 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
AdvisorHub ↗Sep 10, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled