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 Alegre||Capital Guardian Wealth Management||Bernstein Global Wealth Management||$330||07-27-2012|
|Bill Brooks||Capital Guardian Wealth Management||Morgan Stanley Wealth Management||$70||04-07-2011|
|Mike Jacobs, Eric Inman||Capital Guardian Wealth Management||SecureVest||$0||04-01-2011|
|The Income Solutions Group||Capital Guardian Wealth Management||Laidlaw & Co.||$0||03-23-2011|
|Dan McShea||Capital Guardian Wealth Management||Wells Fargo Advisors||$65||03-22-2011|
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.