Sponsored By

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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
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
Edward J. ViolaBank of America Merrill LynchMorgan Stanley Wealth Management$8311-24-2014
Richard Zinman Bank of America Merrill LynchMorgan Stanley Wealth Management$10411-24-2014
Robert 'Bob' Pehl, Lynne PehlRaymond JamesMorgan Stanley Wealth Management$26511-19-2014
Nadia A. DickinsonNFP Advisor Services GroupMorgan Stanley Wealth Management$10011-10-2014
James StambaughStifel Nicolaus & Co.Morgan Stanley Wealth Management$18010-17-2014
Deborah Sullivan, Christine SaittaRBC Wealth ManagementMorgan Stanley Wealth Management$21310-14-2014
Robert MurphyRBC Wealth ManagementMorgan Stanley Wealth Management$20010-06-2014
Wade WolfeBank of America Merrill LynchMorgan Stanley Wealth Management$30610-03-2014
Steven BullardBank of America Merrill LynchMorgan Stanley Wealth Management$11010-03-2014
William Peragine, John BiondoWells Fargo AdvisorsMorgan Stanley Wealth Management$83009-22-2014
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
Next Page »

Showing 1 to 25 of 352 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.