Aegis Capital Recruits Boca Raton (FL) Advisor from Morgan Stanley

Aegis Capital announced that Manuel “Manny” Rose has joined the firm’s Boca Raton, FL, office as a managing director, moving from Morgan Stanley.

Rose has over 12 years of wealth management experience specializing in wealth accumulation, asset preservation, income strategies, and wealth transfer planning. According to his BrokerCheck profile, he has provided financial advisory services for firms such as Morgan Stanley and Merrill Lynch.

In a LinkedIn post, Aegis senior managing director Michael J. Pata said that Rose brings valuable knowledge in serving high-net-worth families and business owners. The Fort Lauderdale, FL-based advisor is the firm’s second recruit for its Florida office following former Ameriprise advisor Michael Sandberg, as reported by Dakota on November 27. As of its February 29, 2024, Form ADV filing, Aegis reported $1.2B in regulatory assets under management.

Written By: Dakota

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Aegis Capital Recruits Boca Raton (FL) Advisor from Morgan Stanley

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