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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
Jonathan GreerBank of America Merrill LynchMorgan Stanley Smith Barney$26204-16-2013
Arthur Cahill, Stefen BenincasaBank of America Merrill LynchMorgan Stanley Smith Barney$29004-16-2013
Brian MooreBank of America Merrill LynchMorgan Stanley Smith Barney$11303-14-2013
Mark JohnsonBank of America Merrill LynchMorgan Stanley Smith Barney$19203-14-2013
David Frank, John JudkinsBank of America Merrill LynchMorgan Stanley Smith Barney$16802-26-2013
Mickey LittmannBank of America Merrill LynchMorgan Stanley Smith Barney$15102-26-2013
Quoc (Jon) PhamBank of America Merrill LynchMorgan Stanley Smith Barney$8202-14-2013
William TerrellBank of America Merrill LynchMorgan Stanley Smith Barney$13702-14-2013
Jason LloydBank of America Merrill LynchMorgan Stanley Smith Barney$12512-17-2012
Dan SandlinBank of America Merrill LynchMorgan Stanley Smith Barney$15112-17-2012
Christine ReillyBank of America Merrill LynchMorgan Stanley Smith Barney$15912-17-2012
David VallieBank of America Merrill LynchMorgan Stanley Smith Barney$16012-17-2012
Rebecca Rothstein & TeamBank of America Merrill LynchMorgan Stanley Smith Barney$2,50010-22-2012
Andrew Cappello, Christie Roberts Bank of America Merrill LynchMorgan Stanley Smith Barney$37808-08-2012
James McKenzie, Ricardo Quiros, Mauricio RubioBank of America Merrill LynchMorgan Stanley Smith Barney$23507-25-2012
Robert Steingold, Geoffrey OrbachBank of America Merrill LynchMorgan Stanley Smith Barney$17707-25-2012
Douglas McPherson, Dean RidgwayBank of America Merrill LynchMorgan Stanley Smith Barney$14807-25-2012
Ryan Baker, Stuart HammBank of America Merrill LynchMorgan Stanley Smith Barney$13003-14-2012
Jeffrey Dinkins, William McGrath, Peter Ianace, Rohit Mehrotra, Jason JaynesBank of America Merrill LynchMorgan Stanley Smith Barney$47810-26-2011
Michael CirulloBank of America Merrill LynchMorgan Stanley Smith Barney$14309-27-2011
Matthew Wallace, Melanie Regner, George Wallace IIIBank of America Merrill LynchMorgan Stanley Smith Barney$22009-05-2011
Bernard Orbach, Erik Vatter, Matthew GroffBank of America Merrill LynchMorgan Stanley Smith Barney$22607-20-2011
James Wolslager IIIBank of America Merrill LynchMorgan Stanley Smith Barney$7107-07-2011
David MasseyBank of America Merrill LynchMorgan Stanley Smith Barney$1,00007-05-2011
Div TelwalaBank of America Merrill LynchMorgan Stanley Smith Barney$8006-20-2011
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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.