Wirehouses, Banks & BDs · Traditional channel
Prudential Advisors
Destination identity added from a reviewed 2026 advisor-move source.
- Website
- advisors.prudential.com
- Regulator record
- LPL ENTERPRISE, LLC (FINRA)
Recorded arrivals
5
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$356M
Reported practice assets · 3 of 5 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
02
1
04
1
05
1
Arrivals 5
Teams joining Prudential Advisors in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 8 | Lateral | Zachary KarasonCleveland, OH | U.S. BankWirehouses, Banks & BDs | $106M | AdvisorHub |
| Aug 12 | Reverse Breakaway | Christopher GrellaHolmdel, NJ | Ameriprise Independent AdvisorsIndependent Broker-Dealer | $110M | Press Release |
| Jun 25 | Lateral | David BellamyLexington, KY | J.P. Morgan AdvisorsWirehouses, Banks & BDs | $140M | Press Release |
| Apr 7 | Lateral | Brian MontalbanoPort Charlotte, FL | SynovusWirehouses, Banks & BDs | Undisclosed | InvestmentNews |
| Apr 7 | Lateral | Keith LoegeringSan Rafael, CA | RBC Wealth ManagementWirehouses, Banks & BDs | Undisclosed | InvestmentNews |
Departures 0
Teams leaving Prudential Advisors in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.