We’re available now, to help answer any question you have about your transition. Whether you’re already in talks or just considering.
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Some of your colleagues that left
Mark Gregory | $5.2M
The group, led by Merrill lifer Mark T. Gregory and his partner Lawrence “Ty” Toriello, had been generating $5.2 million and oversaw around $615 million in client assets out of Denver, CO.
Terri Ucci | $4.4M
The group managed $630 million in assets, led by 32-year Merrill lifer Terri B. Ucci, who joined along with advisor Mehgan E. Spear and LaShaunda Idleburg.
As one of the nation’s top recruiters for financial advisors, we’re known for helping advisors like you dig deep and find the answers to all your questions and negotiate a premium deal.
Steve Stabile | $8.2M
The six-person group, led by Stephen M. Stabile and Adam C. Hirsch, managed around $1.8 billion in customer assets, according to two sources familiar with their practice.
With more than 50 years of experience under our belt there is no situation or book of business we can’t move.
The Gershman Group was recently featured as the Go-To Consulting firm for Merrill Lynch advisors looking to do their homework about other firms and platforms.
Services We Provide
Platform Analytics
Our expert analytics staff provides insight into grid payouts for fee-based and transitional business, lending platforms, T&E and sales assistant support salaries, syndicate allocations, and deferred compensation schedules.
ConsultsMATCH
We will match the advisor to the most influential managers within the advisor’s locale, whether at a wire house, boutique, or on an independent platform. Give us a call, or visit our services page for more details on what we can provide for you.
Deal Analysis
Our consultants expertly diagnose an advisor’s deal economics using proprietary metrics to show how to optimally customize a package for maximum impact. Stated deal structures are never uniform and always negotiable – we specialize on getting the inside track on each and every deal.
How We Work
Our Usual Process
1. We get to know
We get to know you and your business.
2. We strategize
We strategize on what’s more important to you
3. We’ll set you up
We’ll set you up with the best options for you
4. We’ll begin negotiating
We’ll begin negotiating to get you the best possible deal
5. We handle any complications
We handle any complications (there are always a few)