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 Gatto, Kenneth Gatto, Matthew Hughes Bank of America Merrill LynchMorgan Stanley Wealth Management$67504-18-2016
Marc Karstaedt Bank of America Merrill LynchMorgan Stanley Wealth Management$14704-18-2016
Scott UffelmanBank of America Merrill LynchMorgan Stanley Wealth Management$18504-18-2016
Kirsten Tuzzo, Blaine MintonBank of America Merrill LynchMorgan Stanley Wealth Management$28704-18-2016
Kristy McGee, Jennifer DayoubRaymond JamesMorgan Stanley Wealth Management$11004-18-2016
Jeremy Newton, Stephen LambBank of America Merrill LynchMorgan Stanley Wealth Management$33003-28-2016
Paul Rand, Joel Rand, Sarah MinakaryHightower AdvisorsMorgan Stanley Wealth Management$20003-18-2016
Eric BeileySteward Partners Global AdvisoryMorgan Stanley Wealth Management$57003-04-2016
Noel Culberson, Kristy TochiharaWells Fargo AdvisorsMorgan Stanley Wealth Management$18602-18-2016
Shahab MoradianWells Fargo AdvisorsMorgan Stanley Wealth Management$5002-18-2016
Amy SachsSteward Partners Global AdvisoryMorgan Stanley Wealth Management$9102-17-2016
Mary Schulte, Thomas Cleland, Randy Sidio, Maurice MathyBenjamin F. Edwards & Co.Morgan Stanley Wealth Management$002-17-2016
Isaac KimGolden State Wealth ManagementMorgan Stanley Wealth Management$002-06-2016
Joseph Feinberg, Tamara SteinHightower AdvisorsMorgan Stanley Wealth Management$45012-17-2015
Ron Zimmermann, Gary Peterson, Phillip DispenseRBC Wealth ManagementMorgan Stanley Wealth Management$13211-13-2015
Daniel A. Roland, Jason B. Miyashita, Amber Leon Guerrero, Maree C. Pelkey, Tiffany C. WalshRaymond JamesMorgan Stanley Wealth Management$1,00011-10-2015
Janet F. Kirk, Anne Hassenfeldt, Nancy Sutton, Mary Beth WishartRBC Wealth ManagementMorgan Stanley Wealth Management$24210-30-2015
Lee Rosen, Elana Gofman, Karen Levy Bank of America Merrill LynchMorgan Stanley Wealth Management$30010-16-2015
Matt StreiffUBS Financial ServicesMorgan Stanley Wealth Management$9410-09-2015
Ronald Perry, John Perry, Robin JohnsonWells Fargo AdvisorsMorgan Stanley Wealth Management$30009-11-2015
Brad Nettune, Trey Whipple Bank of America Merrill LynchMorgan Stanley Wealth Management$009-04-2015
David Sobocinski, Julian Frank, Marc Wong, Mark RemigioUBS Financial ServicesMorgan Stanley Wealth Management$95008-28-2015
Jonathan Schlackman, Alan Weintraub, Joshua ZamatWells Fargo AdvisorsMorgan Stanley Wealth Management$70008-26-2015
Jerod Wurm, Casey FryeWells Fargo Advisors Financial NetworkMorgan Stanley Wealth Management$19208-25-2015
Jeffrey R. LaguschHightower AdvisorsMorgan Stanley Wealth Management$10008-21-2015
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Showing 1 to 25 of 433 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.