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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.
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| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Luis Alegre | Capital Guardian Wealth Management | Bernstein Global Wealth Management | $330 | 07-27-2012 |
| Bill Brooks | Capital Guardian Wealth Management | Morgan Stanley Smith Barney | $70 | 04-07-2011 |
| Mike Jacobs, Eric Inman | Capital Guardian Wealth Management | SecureVest | N/A | 04-01-2011 |
| The Income Solutions Group | Capital Guardian Wealth Management | Laidlaw & Co. | N/A | 03-23-2011 |
| Dan McShea | Capital Guardian Wealth Management | Wells Fargo Advisors | $65 | 03-22-2011 |
Showing 1 to 5 of 5 entries
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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.