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|
|Michael Eddy, Chris Eddy, Tony Palazzo||Triad Advisors||Wells Fargo Advisors||$350||09-23-2015|
|Jason Connolly, Taylor Manry, Doug Everett, Adam Wilson||Triad Advisors||Royal Alliance||$250||02-04-2013|
|Gitterman & Associates||Triad Advisors||Voya Financial Advisors||$700||07-19-2010|
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.