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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Dykas, Lisa SchafferBank of America Merrill LynchWells Fargo Advisors$18504-06-2017
Michael Greenstone, John Araneo, Margie Manning, Anita Srivastava Bank of America Merrill LynchMorgan Stanley Wealth Management$34303-23-2017
Juliano de SouzaBank of America Merrill LynchBTG Pactual$20003-08-2017
Adam SchurBank of America Merrill LynchMorgan Stanley Wealth Management$85001-13-2017
Roger Berry, Felix Erbring, Ted GrayBank of America Merrill LynchUBS Financial Services$46601-06-2017
John Uriostegui, Rod NakamotoBank of America Merrill LynchJ.P. Morgan Securities LLC$35011-28-2016
Jason Weese, Mark Harris, Todd Kelly, Matt Bridge, Kristen Buxton, Alan Lubner, Jim Ferguson, Traci BumpusBank of America Merrill LynchMorgan Stanley Wealth Management$2,34010-07-2016
Brad Weinman Bank of America Merrill LynchMorgan Stanley Wealth Management$24009-26-2016
Akira KidoBank of America Merrill LynchMorgan Stanley Wealth Management$16009-16-2016
Harry Lewkowitz, Jeggrey GersenBank of America Merrill LynchUBS Financial Services$50008-04-2016
Jeffrey SchoenfeldBank of America Merrill LynchUBS Financial Services$25008-04-2016
Habib H. Yousefzadeh Bank of America Merrill LynchMorgan Stanley Wealth Management$11007-22-2016
Amanda BarclayBank of America Merrill LynchJ.P. Morgan Securities LLC$24406-06-2016
Larry Pohlen, Marc Terris, Michael Kasper, David Pohlen, Kathleen VaughanBank of America Merrill LynchMorgan Stanley Wealth Management$55505-23-2016
Andrew Zimmerman, Edward Nabhan, Alexander Nabhan, Megan Cooney, James McIntyre Bank of America Merrill LynchMorgan Stanley Wealth Management$1,20005-18-2016
John Gatto, Kenneth Gatto, Matthew Hughes Bank of America Merrill LynchMorgan Stanley Wealth Management$67504-18-2016
Kirsten Tuzzo, Blaine MintonBank of America Merrill LynchMorgan Stanley Wealth Management$28704-18-2016
Marc Karstaedt Bank of America Merrill LynchMorgan Stanley Wealth Management$14704-18-2016
Mark French, Kevin Parrill Bank of America Merrill LynchUBS Financial Services$23904-18-2016
Scott UffelmanBank of America Merrill LynchMorgan Stanley Wealth Management$18504-18-2016
John B. Campanello, Peggy CappellettiBank of America Merrill LynchUBS Financial Services$004-04-2016
Jeremy Newton, Stephen LambBank of America Merrill LynchMorgan Stanley Wealth Management$33003-28-2016
Nicole Primack Andres Bank of America Merrill LynchCredit Suisse Wealth Services$60011-02-2015
Lee Rosen, Elana Gofman, Karen Levy Bank of America Merrill LynchMorgan Stanley Wealth Management$30010-16-2015
Deborah Briskin, Chris Underhill, Brian BelakBank of America Merrill LynchUBS Financial Services$010-15-2015
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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.