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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
Michael Bromberg, Daniel GerschelBank of America Merrill LynchMorgan Stanley Wealth Management$40002-20-2014
Daniel J. RodriguezBank of America Merrill LynchWells Fargo Advisors$012-16-2013
Jeffrey KlingerBank of America Merrill LynchCredit Suisse Wealth Services$012-16-2013
Rodney M. WoodleyBank of America Merrill LynchUBS Financial Services$13012-16-2013
Kendall CottenBank of America Merrill LynchGoldman Sachs$32511-13-2013
Stephen Ruvituso, Lee Konopka, Robert Matluck, Todd Stankiewicz Bank of America Merrill LynchUBS Financial Services$1,00010-03-2013
John Molkentin, Denise Chin QueeBank of America Merrill LynchMorgan Stanley Wealth Management$18309-10-2013
Diane PadalinoBank of America Merrill LynchGoldman Sachs$32509-10-2013
Robert A. Bezzone, Joseph MarottaBank of America Merrill LynchWells Fargo Advisors$13909-05-2013
Abtin ZarrabiBank of America Merrill LynchMorgan Stanley Wealth Management$19209-05-2013
Charles A. PhelpsBank of America Merrill LynchMorgan Stanley Wealth Management$20209-05-2013
Michael T. AbbenanteBank of America Merrill LynchMorgan Stanley Wealth Management$11007-09-2013
Mary E. Tompkins, Addison M. Sherman, Angelo MamoneBank of America Merrill LynchMorgan Stanley Wealth Management$32407-09-2013
Vishal Bakshi, Jayne Finst, David A. GreeneBank of America Merrill LynchCredit Suisse Wealth Services$1,00005-29-2013
Conrad K. BransonBank of America Merrill LynchMorgan Stanley Wealth Management$9805-23-2013
Peter R. Benington, Steven C. Benington, Steven R. CrossBank of America Merrill LynchMorgan Stanley Wealth Management$24005-23-2013
Michael L. DolleBank of America Merrill LynchWells Fargo Advisors$16005-23-2013
Lee S. MinskBank of America Merrill LynchWells Fargo Advisors$10405-23-2013
Todd Havill Bank of America Merrill LynchUBS Financial Services$15604-16-2013
Jonathan GreerBank of America Merrill LynchMorgan Stanley Wealth Management$26204-16-2013
Arthur Cahill, Stefen BenincasaBank of America Merrill LynchMorgan Stanley Wealth Management$29004-16-2013
Brian MooreBank of America Merrill LynchMorgan Stanley Wealth Management$11303-14-2013
Mark JohnsonBank of America Merrill LynchMorgan Stanley Wealth Management$19203-14-2013
David Frank, John JudkinsBank of America Merrill LynchMorgan Stanley Wealth Management$16802-26-2013
Edward Glenn, Pamela StaplesBank of America Merrill LynchRBC Wealth Management$30002-26-2013
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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.