Team move
Robert Henry
Stifel, Nicolaus & Co. → Wells Fargo Advisors
What changed
Left Stifel, Nicolaus & Co. in Ann Arbor to join Wells Fargo Advisors with nearly 60 years combined experience and $355M AUM.
- Reported / discovered
- Sep 23, 2026
- Effective
- Not reported
- New role
- Advisor
- Previous role
- Not reported
- Market
- Ann Arbor, MI
- Reported book
- $355M
- Reported team size
- 2 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
InvestmentNews ↗Sep 23, 2026 · Reporting
Private Wealth Daily ↗Sep 23, 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