Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark French, Kevin Parrill Bank of America Merrill LynchUBS Financial Services$23904-18-2016
Kirsten Tuzzo, Blaine MintonBank of America Merrill LynchMorgan Stanley Wealth Management$28704-18-2016
Kristy McGee, Jennifer DayoubRaymond JamesMorgan Stanley Wealth Management$11004-18-2016
Joseph G. Hameline, Jr., Joseph G. Hameline, III, Erikson HamelineRaymond JamesUBS Financial Services$26004-14-2016
David WaddellFocus Financial PartnersWaddell and Associates$004-11-2016
Lei Sun, Zhigang ShenMorgan Stanley Wealth ManagementBank of America Merrill Lynch$19004-08-2016
Michael SauerbornSteward Partners Global AdvisoryBank of America Merrill Lynch$32504-07-2016
Nathan Kubik, David Kubik, Craig CarnickFocus Financial PartnersCarnick & Kubik$004-01-2016
Fredric JurmuGolden State Wealth ManagementWells Fargo Advisors$5503-31-2016
Howard WenMorgan Stanley Wealth ManagementBank of America Merrill Lynch$17903-31-2016
David WeigandLPL FinancialM&T Securities$11803-28-2016
Jeremy Newton, Stephen LambBank of America Merrill LynchMorgan Stanley Wealth Management$33003-28-2016
Jose FincheltubMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$10703-24-2016
Scott Fitzgerald, Tim Allen, Frank MaranoRoyal AllianceVanderbilt Securities$17003-22-2016
Jim MurrayWells Fargo AdvisorsU.S. Trust Bank of America Private Wealth Management$66303-18-2016
Paul Rand, Joel Rand, Sarah MinakaryHightower AdvisorsMorgan Stanley Wealth Management$20003-18-2016
Derek Majkowski, George ShirleySteward Partners Global AdvisoryWells Fargo Advisors$21003-16-2016
Matt Otto, Karen RivotHightower AdvisorsSuntrust Investment Services$32003-14-2016
Ken Moran, Richard TartariniVoya Financial AdvisorsLPL Financial$10003-14-2016
Gregory Weggeman, R. Peter Dales, Theodore Baszler, Jennifer ButtramRaymond JamesWells Fargo Advisors$22503-14-2016
Kevin MerlingLPL FinancialFidelity$15003-11-2016
Christopher HutsonLPL FinancialNorthern Trust$12503-08-2016
Jason DiazGolden State Wealth ManagementWells Fargo Advisors$6003-07-2016
Elizabeth SkillmanLPL FinancialTD Wealth Management Services$45303-04-2016
Eric BeileySteward Partners Global AdvisoryMorgan Stanley Wealth Management$57003-04-2016
« Previous PageNext Page »

Showing 26 to 50 of 2,165 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.