Advisor move
Eric Smith
Morgan Stanley → Wells Fargo Advisors
What changed
Joined WFA's Naples branch from Morgan Stanley, where he managed more than $400M in client assets.
- Reported / discovered
- Oct 20, 2026
- Effective
- Not reported
- New role
- Financial Advisor
- Previous role
- Not reported
- Market
- Naples, FL
- Reported book
- $400M
- 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
Financial Advisor Magazine ↗Oct 20, 2026 · Reporting
Private Wealth Daily ↗Oct 20, 2026 · Reporting
Private Wealth Daily ↗Oct 22, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
3 observations consolidated into one event.
Oct 22, 2026Source evidence reconciled
Oct 21, 2026Source evidence reconciled
Oct 20, 2026Source evidence reconciled