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Team move

The Vazquez-Monasterio Team

UBS Wealth Management USA → Merrill Lynch

Reported

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
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