Graystone Consulting

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  Morgan Stanley’s Hull Brothers Break Away to Launch Startup Via Dynasty

  By Joyce Hanson, AdvisorOne  |  July 10, 2012

  The Hull brothers created bluepoint in late June after leaving MSSB, where they had been institutional consulting directors with nearly $4 billion in assets at Graystone Consulting.

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  Morgan Stanley Grabs Three Teams, Loses 1 Advisor

  By Janet Levaux, AdvisorOne  |  May 8, 2012

  Morgan Stanley Smith Barney adds two traditional advisor teams and an institutional-consulting group, as one of its advisors departs for Raymond James.

• Merrill Renames, Expands Institutional Advisor Group

  By Janet Levaux, AdvisorOne  |  October 5, 2011

  The rebranding and hiring could boost the group to 75 advisors by year-end, a Merrill Lynch executive says.

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  FINRA Fines Merrill $1 Million Over Ponzi Scheme

  By Janet Levaux, AdvisorOne  |  October 4, 2011

  FINRA said Merrill Lynch failed to supervise a San Antonio advisor, who used a Merrill account to operate a Ponzi scheme.

• 'Intellectual Trust'

  By Ellen Uzelac  |  August 1, 2010

  Robert S. Scherer Managing Director-Investments; The Scherer Group at Graystone Consulting; Morgan Stanley Smith Barney; Washington, D.C. Fun Fact: Scherer joined E.F. Hutton in 1983. His office...

• Morgan Stanley Smith Barney: Venture Completes Its First Steps

  By Janet Levaux, AdvisorOne  |  July 1, 2009

  Morgan Stanley and Citi say they have finished the initial work on their Morgan Stanley Smith Barney joint venture, which had been targeted to close...