PRESS: DOW JONES NEWSWIRES

DJ STREET MOVES: MSSB Team Leaves To Set Up Independent Shop

21 August 2009

NEW YORK (Dow Jones)--Frustration with working at a major brokerage firm led financial advisers Eric Thurber, Fred Molfino, and Brett Sharkey to strike out on their own.

The high-producing team from Morgan Stanley Smith Barney left the firm a week ago to form Three Bridge Wealth Advisors, an independent financial advisory firm. The three advisers, who worked at Smith Barney for years before its recent combination with Morgan Stanley, had $2.2 million in annual production and managed $750 million in client assets. The team is based in Menlo Park, Calif., and will custody its assets with Charles Schwab Corp. (SCHW), which services more than 6,000 independent firms.
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PRESS: INVESTMENT NEWS

$740M Morgan Stanley Smith Barney Team Bolts For Independence

21 August 2009

Three reps open a new advisory firm in Menlo Park, Calif., on Schwab's RIA platform
EXPAND/COLLAPSE

PUBLICATIONS: THREE BRIDGE WEALTH ADVISORS

"Independence"

14 August 2009

Three Bridge combines vast experience, a depth and breadth of relationships, and personal passion to provide highly dedicated, comprehensive service.
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