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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
Vladislav Krubich, Tony MayoLPL FinancialAmeriprise Financial$002-19-2014
John M. Cartolano Jr.LPL FinancialAmeriprise Financial$20012-10-2013
Andrew GonskiLPL FinancialAmeriprise Financial$10009-19-2013
Steven CrabreeLPL FinancialBank of America Merrill Lynch$5004-21-2012
Sean A. SmalleyLPL FinancialCharles Schwab$7504-11-2014
Michael A. RogersLPL FinancialCommonwealth Financial Network$15002-04-2014
Erin BotsfordLPL FinancialDeWaay Financial Network$56005-11-2012
Gary DeeseLPL FinancialEdward Jones$9211-28-2011
Michael SharplesLPL FinancialEdward Jones$005-26-2010
Romaine A. Macomb, Theresa V. DonatelliLPL FinancialEssex Financial Services$80010-10-2013
Thomas A. BraunLPL FinancialFifth Third Securities$1,20009-22-2014
Wealth Advisors of Tampa BayLPL FinancialFlorida Investment Advisors$10004-18-2012
Marc S. SchlieferLPL FinancialLincoln Financial$25009-16-2013
Charlotte Shaw, Gary ShawLPL FinancialLincoln Financial$36008-15-2013
Level Four GroupLPL FinancialLincoln Financial$1,00011-13-2012
DeLynn Zell, Pete McCarn, Jeris Burns, David LeCompteLPL FinancialLincoln Financial$1,00008-14-2012
John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael VelazquezLPL FinancialLincoln Financial$20001-25-2012
Tamar H. MogilskiLPL FinancialMetLife Securities$15012-10-2012
Ryan J. SchriftLPL FinancialMorgan Keegan$1506-07-2012
Christopher Hagen, Daniel SloanLPL FinancialMorgan Keegan$18001-04-2012
Steven Jung, Timothy Lysaght, Patrick Lysaght,LPL FinancialMorgan Keegan$18511-28-2011
Ellen M. Duhamel, Thomas J. DornoffLPL FinancialMorgan Stanley Wealth Management$13001-13-2014
Neal McNeil III, Robert L. Meyer, Ryan Clive-SmithLPL FinancialMorgan Stanley Wealth Management$30003-12-2012
George P. Fraser, Frederic W. Amberg, Troy W. HaugenLPL FinancialMorgan Stanley Wealth Management$30009-28-2011
Robert F. Halligan IILPL FinancialMorgan Stanley Wealth Management$11510-14-2010
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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.