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.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Meisha GriffithAmeriprise FinancialCitigroup$10910-25-2017
Peter ZagrobelnyLPL FinancialCitigroup$9308-14-2017
Michael GermanoRaymond JamesCitigroup$10003-16-2017
Alejandro Triana, Christopher Murrle, Carlos SaitcevskyWells Fargo AdvisorsCitigroup$60009-30-2016
Eddie Carreno, Miguelina CorripioMorgan Stanley Wealth ManagementCitigroup$17509-23-2016
William Goettert, John EntenbergMorgan Stanley Wealth ManagementCitigroup$1,00008-14-2015
John M. GregoryProspera Financial ServicesCitigroup$5004-13-2015
Chris FlanaganProspera Financial ServicesCitigroup$10004-08-2015
Mario FrattoBank of America Merrill LynchCitigroup$15312-04-2014
Heather KirbyDeutsche BankCitigroup$011-10-2014
Charles WalkerDeutsche BankCitigroup$011-10-2014
Ken Belter, Will SchafflerRobert W. Baird & Co.Citigroup$13010-11-2012
Bryce BordwellWells Fargo AdvisorsCitigroup$10005-16-2012
Jose Fernandez, Juan AlemanBank of America Merrill LynchCitigroup$26003-14-2012
Tom McGuirkHightower AdvisorsCitigroup$20009-24-2010
Jon BowlesSummit Brokerage ServicesCitigroup$3502-18-2010
Winston ChungSummit Brokerage ServicesCitigroup$4511-18-2009

Showing 1 to 17 of 17 entries

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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.

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