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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
Juan Ley, Tiffany Callahan Wells Fargo AdvisorsMorgan Stanley Wealth Management$21402-26-2015
Mitchell GravelleWells Fargo AdvisorsMorgan Stanley Wealth Management$10002-26-2015
Jeffrey Katz Wells Fargo AdvisorsMorgan Stanley Wealth Management$17402-26-2015
William Diener, Andrew LennerSummit Brokerage ServicesMorgan Stanley Wealth Management$6502-20-2015
Robert Winebrenner, Steve Hussey, Heidi Schenz, Chris JohnsonRaymond JamesMorgan Stanley Wealth Management$27002-18-2015
Tiomthy B. Clepper, Kelly M. Kuennen, Max SchindlerStratos Wealth PartnersMorgan Stanley Wealth Management$20002-13-2015
Bruce C. MunsterBank of America Merrill LynchMorgan Stanley Wealth Management$1,20002-11-2015
Dawn Mcguire, Anthony UrbanFSC SecuritiesMorgan Stanley Wealth Management$7802-11-2015
Haris HotBank of America Merrill LynchMorgan Stanley Wealth Management$22302-11-2015
Brian CaseyAmeriprise FinancialMorgan Stanley Wealth Management$7702-09-2015
Thomas CarusoAmeriprise FinancialMorgan Stanley Wealth Management$10502-09-2015
Patricia PickHightower AdvisorsMorgan Stanley Wealth Management$22502-05-2015
Mahmoud El AwadiBank of America Merrill LynchMorgan Stanley Wealth Management$5001-26-2015
Pat Callaghan, Alan Fishman, Bernard Neuman, Jonathan Neuman, Tom Puccinelli, Stan Slovin, Lisa Su, Irene Kapusciarz, Melissa ValdWells Fargo AdvisorsMorgan Stanley Wealth Management$70001-22-2015
John P. BarringerFirst Financial Equity CorporationMorgan Stanley Wealth Management$10001-22-2015
Luigi MazzaRaymond JamesMorgan Stanley Wealth Management$8501-22-2015
William D. BurkeLebenthal Wealth AdvisorsMorgan Stanley Wealth Management$001-22-2015
Michael Crossley, Roger BlackmarWunderlich SecuritiesMorgan Stanley Wealth Management$12501-22-2015
Dennis Shapses, David CuellarWells Fargo AdvisorsMorgan Stanley Wealth Management$24001-06-2015
Scott NeffAmeriprise FinancialMorgan Stanley Wealth Management$11601-05-2015
Craig A. Houck, Richard L. Schooley, Jr., Alyssa DonaldsonRaymond JamesMorgan Stanley Wealth Management$30012-19-2014
Brian M. GedoniusHighPoint Planning PartnersMorgan Stanley Wealth Management$012-15-2014
Charles D. DayUBS Financial ServicesMorgan Stanley Wealth Management$18112-12-2014
Robert McDonaldAmeriprise FinancialMorgan Stanley Wealth Management$9512-03-2014
Christopher Carbone, Charles Sergewick Bank of America Merrill LynchMorgan Stanley Wealth Management$20011-24-2014
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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.