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.

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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dale E. ReedBank of America Merrill LynchJPMorgan Chase & Co.$9,00002-26-2018
Lynn BrandenburgBank of America Merrill LynchWells Fargo Advisors$10012-15-2017
Ruggero Borletti, Sabrina PrasilBank of America Merrill LynchUBS Financial Services$30311-30-2017
Thomas Reichert, Paul Lotito, Eric Aiello, Lindsay Reichert Bank of America Merrill LynchMorgan Stanley Wealth Management$62806-09-2017
Joseph Gabriele, Paul Vasady-KovacsBank of America Merrill LynchUBS Financial Services$1,00006-02-2017
F. Michael Covey, Thomas Kane, Mark WiktorBank of America Merrill LynchUBS Financial Services$3,00006-02-2017
Cathy ReedBank of America Merrill LynchJPMorgan Chase & Co.$11305-31-2017
Fernando NicolauBank of America Merrill LynchJPMorgan Chase & Co.$1,00005-30-2017
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 LynchJPMorgan Chase & Co.$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 LynchJPMorgan Chase & Co.$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
Scott UffelmanBank of America Merrill LynchMorgan Stanley Wealth Management$18504-18-2016
Mark French, Kevin Parrill Bank of America Merrill LynchUBS Financial Services$23904-18-2016
Next Page »

Showing 1 to 25 of 156 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.