Wells Fargo Acquires Connecticut-Based Wealth Management Team with $1.7B AUM

Wells Fargo Advisors has added Steven Sheresky, Jeffrey Samsen and their team of wealth advisors from RBC Capital Markets in a move that brings over $1.7 billion in client assets to the wirehouse. The transition marks another significant recruitment win for Wells Fargo as it continues expanding its Metro North market presence.

By Patrick Donachie Tue, July 7, 2026 at 6:36 PM GMT+3 2 min read · Yahoo Finance ·

Wells Fargo Acquires Connecticut-Based Wealth Management Team with $1.7B AUM

Tickers: $RY $WFC

Topics: advisor team acquisition RBC Capital Markets wealth management Wells Fargo Advisors

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