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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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott CodacoviAmeriprise FinancialPark Avenue Securities$10008-04-2014
Len Clarizio, Tony Sciuto Ameriprise FinancialAmerican Portfolios$11408-04-2014
Tara Rice, Amanda HancockCeteraHMS Financial Group, Raymond James$008-04-2014
Kerina GrahamStratos Wealth PartnersBank of America Merrill Lynch$008-04-2014
Matthew Rogers, Mark Christopher NortonRaymond JamesUBS Financial Services$20008-04-2014
Lawrence Rudolph, Stanley LevineWells Fargo AdvisorsMorgan Stanley Wealth Management$25307-30-2014
Steven T. Lundgren, Phillip HurnerWells Fargo AdvisorsMorgan Stanley Wealth Management$21407-30-2014
Robert SatterfieldMorgan Stanley Wealth ManagementUBS Financial Services$18007-30-2014
Michael T. LeePacilio Wealth ManagementMorgan Stanley Wealth Management$007-30-2014
Nancy TuiningaWashington Wealth ManagementWells Fargo Advisors$7207-28-2014
Michael LeeWashington Wealth ManagementMorgan Stanley Wealth Management$13007-28-2014
Robert BergSummit Brokerage ServicesMorgan Stanley Wealth Management$7207-28-2014
Jerome WallInvestacorpLincoln Financial$5007-28-2014
K. Randall AlstonNPB Financial GroupFoothill Securities$6007-28-2014
Christopher Fluehr, Jason Mamalis Raymond JamesWells Fargo Advisors$20007-18-2014
Gary Vescio, Brandon LevineRaymond JamesUBS Financial Services$10007-18-2014
John PoultonAmeriprise FinancialMorgan Stanley Wealth Management$12507-18-2014
Christopher KnustAmeriprise FinancialMorgan Stanley Wealth Management$14707-18-2014
Don P. Ferguson, Jr.Capital Investment Co.Voya Financial Advisors Partners$15507-17-2014
Robert LabriolaBank of America Merrill LynchMorgan Stanley Wealth Management$20007-17-2014
Julie HuppHighPoint Planning PartnersWaddell and Reed$5807-17-2014
Dan E. Wagner, Jr.Triad AdvisorsThe Investment Center$26007-11-2014
Dante NeyraMorgan Stanley Wealth ManagementBank of America Merrill Lynch$007-10-2014
Brian PurcellMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11507-10-2014
Richard Duffy, Russell KwokMorgan Stanley Wealth ManagementJ.P. Morgan Securities LLC$007-10-2014
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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.