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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
John Mirsepahi Bank of America Merrill LynchMorgan Stanley Wealth Management$005-19-2015
Stephen Smith, Elizabeth Schrock Stifel Nicolaus & Co.Morgan Stanley Wealth Management$14705-14-2015
Laurence M. Braunstein, Jordan BraunsteinJanney Montgomery ScottMorgan Stanley Wealth Management$005-14-2015
Lee Turmail, Jesse MilesWells Fargo AdvisorsMorgan Stanley Wealth Management$12005-12-2015
Munther "Mike" Abdallah, Rick SofiakWells Fargo AdvisorsMorgan Stanley Wealth Management$10005-12-2015
Jeffrey M. Collins, Brien KrankRaymond JamesMorgan Stanley Wealth Management$35005-07-2015
Victor M. Fiano, Lori RuffnerWells Fargo AdvisorsMorgan Stanley Wealth Management$18505-05-2015
Shannon Bennett, Vicki GrayRaymond JamesMorgan Stanley Wealth Management$14005-04-2015
Jonathan H. ZuckerWells Fargo AdvisorsMorgan Stanley Wealth Management$10904-23-2015
Craig A. GoldbergWells Fargo AdvisorsMorgan Stanley Wealth Management$10404-23-2015
Mitchell Rask, Christopher Rask, Jane MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$24404-23-2015
G. Carey RevelsWells Fargo AdvisorsMorgan Stanley Wealth Management$10804-23-2015
Tyler BerryWunderlich SecuritiesMorgan Stanley Wealth Management$10704-21-2015
Brian Friday, Richard Bondi, Jr., Eric GregoryRBC Wealth ManagementMorgan Stanley Wealth Management$25804-21-2015
Todd R. LovellRaymond JamesMorgan Stanley Wealth Management$004-15-2015
Debra Dragich, Toni OndekRaymond JamesMorgan Stanley Wealth Management$21204-13-2015
Daniel Avan, Alan ShapiroWells Fargo AdvisorsMorgan Stanley Wealth Management$19904-01-2015
Lester P. Botkin, Sara B. Botkin, Lester H. BotkinLPL FinancialMorgan Stanley Wealth Management$21003-23-2015
John P. Lipari, Richard P. Ribek, Elizabeth CarterRaymond JamesMorgan Stanley Wealth Management$25003-20-2015
Katherine StellarGolden State Wealth ManagementMorgan Stanley Wealth Management$5303-18-2015
Barbara WoolhandlerRobert W. Baird & Co.Morgan Stanley Wealth Management$26003-10-2015
Douglas W. Richards, Sheldon Ray Jr.Raymond JamesMorgan Stanley Wealth Management$15003-09-2015
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
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Showing 1 to 25 of 386 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.