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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
David Christian, Jeffrey Krum, Brian HefeleDynasty Financial PartnersBank of America Merrill Lynch$70003-04-2014
Erik O. Strid, Gerald D. Strid, Paul F. Strid, Nathan J. Hayward, Thomas J. GrecoDynasty Financial PartnersWells Fargo Advisors$30002-21-2014
Jonathan R. BlauDynasty Financial PartnersUBS Financial Services$90011-12-2013
Hal A. Lambert, Jeffrey D. WildinDynasty Financial PartnersCredit Suisse Wealth Services$1,00011-12-2013
John Russo, Jerry West, Robert Schlueter, James MaherDynasty Financial PartnersBank of America Merrill Lynch$42004-02-2013
Michael Hull, Patrick HullDynasty Financial PartnersMorgan Stanley Wealth Management$3,83107-09-2012
Larry KingDynasty Financial PartnersMorgan Stanley Wealth Management$1,20002-06-2012
Michael C. BrownDynasty Financial PartnersU.S. Trust Bank of America Private Wealth Management$5,90012-05-2010

Showing 1 to 8 of 8 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.