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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
Evan Schottenstein J.P. Morgan Securities LLCMorgan Stanley Wealth Management$009-11-2014
Bruce LedouxJ.P. Morgan Securities LLCMorgan Stanley Wealth Management$009-11-2014
Ronald CamisascaAmeriprise FinancialMorgan Stanley Wealth Management$9609-09-2014
Adam R. RosenzweigRBC Wealth ManagementMorgan Stanley Wealth Management$10008-29-2014
James L. Switzer, Eric M. CobbRaymond JamesMorgan Stanley Wealth Management$18008-25-2014
Jim HofheimerRothschild Investment Corp.Morgan Stanley Wealth Management$30008-11-2014
Chris O'Neil, Joe JaensenWells Fargo AdvisorsMorgan Stanley Wealth Management$30008-07-2014
Lawrence Rudolph, Stanley LevineWells Fargo AdvisorsMorgan Stanley Wealth Management$25307-30-2014
Steven T. Lundgren, Phillip HurnerWells Fargo AdvisorsMorgan Stanley Wealth Management$21407-30-2014
Michael T. LeePacilio Wealth ManagementMorgan Stanley Wealth Management$007-30-2014
Michael LeeWashington Wealth ManagementMorgan Stanley Wealth Management$13007-28-2014
Robert BergSummit Brokerage ServicesMorgan Stanley Wealth Management$7207-28-2014
John PoultonAmeriprise FinancialMorgan Stanley Wealth Management$12507-18-2014
Christopher KnustAmeriprise FinancialMorgan Stanley Wealth Management$14707-18-2014
Robert LabriolaBank of America Merrill LynchMorgan Stanley Wealth Management$20007-17-2014
Kenneth Mathieson, Erik MathiesonSteward Partners Global AdvisoryMorgan Stanley Wealth Management$31507-08-2014
Gary BaumgartnerAmeriprise FinancialMorgan Stanley Wealth Management$7406-13-2014
Kim IsaacsonAmeriprise FinancialMorgan Stanley Wealth Management$12206-13-2014
David Clayman, Francesca FedericoTwelve Points Wealth ManagementMorgan Stanley Wealth Management$10006-02-2014
Kurt UzbayStifel Nicolaus & Co.Morgan Stanley Wealth Management$25005-30-2014
Jonathan Lifschutz, David ReedSecurities AmericaMorgan Stanley Wealth Management$7505-30-2014
Richard Lee, Brandon Blair, Mike Costa, Barbara Hacke ReschWells Fargo AdvisorsMorgan Stanley Wealth Management$31105-23-2014
Rodger A. Friedman, Joe WongSteward Partners Global AdvisoryMorgan Stanley Wealth Management$17005-19-2014
Norman Lev, Glen Sher, Michael JeshivaWells Fargo AdvisorsMorgan Stanley Wealth Management$23605-13-2014
Stephen R. BesseRaymond JamesMorgan Stanley Wealth Management$36005-12-2014
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Showing 1 to 25 of 329 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.