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|
|Marc Levy||Ameriprise Financial||MetLife Securities||$62||04-02-2015|
|Keith Havalotti, Gerald Bonner, Jeanine Beratta||Investors Capital||MetLife Securities||$50||01-14-2014|
|Tamar H. Mogilski||LPL Financial||MetLife Securities||$150||12-10-2012|
|Kennedy Crossnan, William Brancucci||Royal Alliance||MetLife Securities||$100||12-02-2011|
|Ron Ifrach, Jeff Smith||Multi-Financial Securities||MetLife Securities||$40||12-27-2010|
|David Higgins||Summit Brokerage Services||MetLife Securities||$30||03-04-2010|
|Paul Bailley||Summit Brokerage Services||MetLife Securities||$30||11-09-2009|
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.