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|
|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|
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.