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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
Luis AlegreCapital Guardian Wealth ManagementBernstein Global Wealth Management$33007-27-2012
Bill BrooksCapital Guardian Wealth ManagementMorgan Stanley Wealth Management$7004-07-2011
Mike Jacobs, Eric InmanCapital Guardian Wealth ManagementSecureVest$004-01-2011
The Income Solutions GroupCapital Guardian Wealth ManagementLaidlaw & Co.$003-23-2011
Dan McSheaCapital Guardian Wealth ManagementWells Fargo Advisors$6503-22-2011

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.