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
Victoria RickerJanney Montgomery ScottMorgan Stanley Wealth Management$7011-02-2017
Colleen MacKenzie-DoinoJanney Montgomery ScottMorgan Stanley Wealth Management$9711-02-2017
Matthew J. CramerJanney Montgomery ScottBank of America Merrill Lynch$15311-02-2017
Fady C. MaghakJanney Montgomery ScottRaymond James$20009-22-2017
Jeff SmithJanney Montgomery ScottMorgan Stanley Wealth Management$10009-15-2017
Marguerite KircherJanney Montgomery ScottWellington Sheilds$11909-08-2017
Brendan Flaherty, Sandra CummingsJanney Montgomery ScottBank of America Merrill Lynch$11609-06-2017
Chris MacPherson, Evan Gilchrest, James PolinerJanney Montgomery ScottBank of America Merrill Lynch$11808-31-2017
John Hardiman, William LeppingJanney Montgomery ScottBank of America Merrill Lynch$7708-30-2017
Christopher WalkleyJanney Montgomery ScottMorgan Stanley Wealth Management$10708-22-2017
Stephen ElderJanney Montgomery ScottHilliard Lyons$8108-17-2017
Jamie SmithJanney Montgomery ScottWells Fargo Advisors$5108-16-2017
Jeffrey JacksonJanney Montgomery ScottRaymond James$10608-01-2017
Timothy Sullivan, Paul Sullivan, Christopher PetersJanney Montgomery ScottWells Fargo Advisors$9607-20-2017
Carlton AndersonJanney Montgomery ScottMassMutual Financial Group$8207-06-2017
Jesse ParksJanney Montgomery ScottSA Stone Wealth Management$18506-13-2017
Jesse G. Parks, Alice S. RoyalJanney Montgomery ScottSA Stone Wealth Management$18506-13-2017
June Strunk, Shane OJanney Montgomery ScottMorgan Stanley Wealth Management$30005-18-2017
June Strunk, Shane O'BrienJanney Montgomery ScottMorgan Stanley Wealth Management$17705-16-2017
Steve Victor, Lisa FourakerJanney Montgomery ScottRBC Wealth Management$8705-01-2017
David MossJanney Montgomery ScottWells Fargo Advisors$9004-24-2017
Joseph SheehanJanney Montgomery ScottBank of America Merrill Lynch$10104-20-2017
Michael O'FlahertyJanney Montgomery ScottBank of America Merrill Lynch$14404-07-2017
David JenningsJanney Montgomery ScottBank of America Merrill Lynch$13503-23-2017
Noah Doyle, Charles Princiotto, Sean MartinJanney Montgomery ScottBank of America Merrill Lynch$15003-06-2017
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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.