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Breakaway

Economos Private Wealth

Merrill Lynch → LPL Financial

Reported

What changed

Nick Economos launched Economos Private Wealth through LPL’s supported independence model, reporting $580M in advisory and brokerage assets; joins from Merrill Lynch.

Reported / discovered
Oct 14, 2026
Effective
Not reported
New role
Financial Adviser
Previous role
Not reported
Market
San Francisco, CA
Reported book
$580M
Reported team size
Not disclosed
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

PLANADVISER — Advice ↗Oct 14, 2026 · Reporting
Private Wealth Daily ↗Oct 14, 2026 · Reporting
Private Wealth Daily ↗Oct 14, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.

Oct 15, 2026Source evidence reconciled
Oct 14, 2026Source evidence reconciled
Oct 14, 2026Source evidence reconciled
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