Tr?id=566623520170033&ev=PageView&noscript=1

ÍøÆØ³Ô¹Ï

Former Merrill Lynch Executives Launch Indivisible Partners, a New Independent Advisory Firm

Posted on January 13th, 2025 at 3:11 PM
Former Merrill Lynch Executives Launch Indivisible Partners, a New Independent Advisory Firm

From the desk of Jim Eccleston at ÍøÆØ³Ô¹Ï 

John W. Thiel, the former head of Merrill Lynch ÍøÆØ³Ô¹Ïalth Management, has announced plans to launch Indivisible Partners, an independent registered investment advisory (RIA) firm, in early 2025. Thiel will serve as the executive chairman, joined by several former Merrill executives who have previously transitioned out of corporate roles.

According to AdvisorHub, Indivisible’s regulatory licenses are still pending; however, Thiel and his team have reportedly engaged with Merrill advisors to gauge interest in joining the new RIA. Key leaders include John Hogarty, former Merrill Chief Operating Officer, now taking the same role at Indivisible; Paul T. Lambert and Bill Lorenz, former Merrill divisional managers, now co-presidents; and Tom Fickinger, a past Merrill divisional leader, as president of advisor teams. Stephen Hostetler, who recently left Merrill, will be Indivisible’s chief compliance officer, while former Merrill COO successor, Michael Adornetto, will oversee operations and service.

AdvisorHub also reports that Indivisible’s team includes executives with backgrounds from Fidelity Investments and American Century Investments. Peter Cieszko, formerly at Fidelity’s Institutional Services, will lead client solutions, while Tom Corra, a former Fidelity executive, will serve as chief financial officer. Alok Kapoor, another Fidelity alum, is listed as a founding member.
 

ÍøÆØ³Ô¹Ï LLC represents investors and financial advisors nationwide in securities, employment, transition, regulatory and disciplinary matters.

Tags: eccleston, eccleston law

Return to Archive

TESTIMONIALS

Previous
Next
Quotes Bigger

I just wanted to say thanks again for preparing and executing my case in such a professional manner. It was a pleasure to watch two professionals take such pride in their work, as well as becoming personally in tune with your client (Me). I would personally recommend you and your firm to anyone.

John O.

LATEST NEWS AND ARTICLES

1783615970 Law
July 9, 2026
FINRA Suspends Former Branch Manager for Supervisory Failures Linked to Excessive Trading and Churning

A former regional branch manager at a broker-dealer has agreed to Financial Industry Regulatory Authority (FINRA) sanctions after the regulator found that he failed to supervise registered representatives who engaged in excessive trading and churning of customer accounts.

1783525964 Law
July 8, 2026
SEC Sanctions David Lerner Associates for Regulation Best Interest Violations

David Lerner Associates has agreed to settle Securities and Exchange (SEC) charges alleging violations of Regulation Best Interest (Reg BI) that resulted in unnecessary costs to retail investors, according to InvestmentNews.

1783434190 Law
July 7, 2026
Private Credit Funds Face Mounting Redemption Pressure as Investor Sentiment Shifts

A surge in investor redemption requests has intensified pressure on private credit funds, raising concerns about liquidity and long-term stability across the asset class, as reported by The Wall Street Journal.