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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
William Albin, Sean Dobranich, Taina Gude, Pawel SzottWaddell and ReedMetLife Securities$8207-17-2015
Marc LevyAmeriprise FinancialMetLife Securities$6204-02-2015
Keith Havalotti, Gerald Bonner, Jeanine BerattaInvestors CapitalMetLife Securities$5001-14-2014
Tamar H. MogilskiLPL FinancialMetLife Securities$15012-10-2012
Kennedy Crossnan, William BrancucciRoyal AllianceMetLife Securities$10012-02-2011
Ron Ifrach, Jeff SmithMulti-Financial SecuritiesMetLife Securities$4012-27-2010
David HigginsSummit Brokerage ServicesMetLife Securities$3003-04-2010
Paul BailleySummit Brokerage ServicesMetLife Securities$3011-09-2009

Showing 1 to 8 of 8 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.