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.

¬ęConsidering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ziv Ohel, Bill DuncanAmeriprise FinancialMorgan Stanley Wealth Management$27511-16-2012
Levent Bayrasli, Russell SmithAmeriprise FinancialBank of America Merrill Lynch$9511-16-2012
John CartolanoAmeriprise FinancialLPL Financial$20008-17-2012
James Marchesi and AssociatesAmeriprise FinancialLPL Financial$11508-17-2012
John Lupi and AssociatesAmeriprise FinancialWells Fargo Advisors$10108-14-2012
Kevin Donoghue, James DonoghueAmeriprise FinancialLincoln Financial$8404-10-2012
Charles HartAmeriprise FinancialVSR Financial Services$11403-30-2012
Michele ColarussoAmeriprise FinancialLPL Financial$6503-16-2012
Mark BrellisAmeriprise FinancialMorgan Stanley Wealth Management$8103-16-2012
Doug Viellette, Dan DanotoAmeriprise FinancialMorgan Stanley Wealth Management$21103-16-2012
David LoweAmeriprise FinancialBank of America Merrill Lynch$8803-09-2012
Joseph O'KeefeAmeriprise FinancialMorgan Stanley Wealth Management$6402-17-2012
Aaron WolsonAmeriprise FinancialWells Fargo Advisors$5202-17-2012
Brian McCarrenAmeriprise FinancialJanney Montgomery Scott$11402-13-2012
Robert Holland, Denise HollandAmeriprise FinancialSummit Brokerage Services$9602-03-2012
John LevitzAmeriprise FinancialMorgan Stanley Wealth Management$8702-03-2012
Dong ChoiAmeriprise FinancialMorgan Stanley Wealth Management$5502-03-2012
Dan DijakAmeriprise FinancialRaymond James$8102-02-2012
Ed HanksAmeriprise FinancialWells Fargo Advisors$13401-20-2012
Keith SomersAmeriprise FinancialLPL Financial$5101-13-2012
David BoersigAmeriprise FinancialUBS Financial Services$001-13-2012

Showing 1 to 21 of 21 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.


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