confirmedFeatured MoveWirehouse → RIA
Florida Advisory Group
Morgan StanleyRockefeller Capital Management
Friday, May 15, 2026
AUM
$1.0B
Revenue
$7.5M
Team Size
4
Location
Miami, FL
Region
Southeast
Morgan StanleyRockefellerFloridaUHNWGlobal Family Office
Deal Terms
Total Package
300%
of T12 revenue
Upfront
250%
at signing
Forgiveness
5
years
Equity
Included