Gerald joined Smith Barney in 1999 and became a Morgan Stanley advisor when the two firms were merged 10 years later while his son joined Smith Barney in 2002.
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Father and Son Team Ditch BoA-Merrill for Morgan Stanley
- Sunday, Apr 27 2014
- News Roundup
- Written by PFA News
Father-and-son advisory team Gerald and Brian Saroken, who manage $300 million, have left Morgan Stanley to join Bank of America-Merrill Lynch. So reports ThinkAdvisor.