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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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kevin L. Baker, Dan SullivanJ.P. Morgan Securities LLCBernstein Global Wealth Management$002-27-2014
Sean C. CartinEP Wealth AdvisorsBernstein Global Wealth Management$005-01-2013
Luis AlegreCapital Guardian Wealth ManagementBernstein Global Wealth Management$33007-27-2012
William ClementsBarclays WealthBernstein Global Wealth Management$85001-14-2011
Marc Channick, Keith McKenzie, Darren ReinigDelphi Private AdvisorsBernstein Global Wealth Management$10006-16-2010

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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.