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 |
|---|---|---|---|---|
| Thomas Nolan | Wells Fargo Advisors | Morgan Stanley Wealth Management | $100 | 03-14-2014 |
| Mark Phillips | Wells Fargo Advisors | Morgan Stanley Wealth Management | $120 | 03-14-2014 |
| Gary J. Parese | Wells Fargo Advisors | Morgan Stanley Wealth Management | $270 | 03-14-2014 |
| Barry D. Masci | Wells Fargo Advisors | Morgan Stanley Wealth Management | $90 | 03-07-2014 |
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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.
