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
Robert MaferaLPL FinancialAmeriprise Financial$5012-17-2015
Matthew Washek, Eric LazzariLPL FinancialCaptial Securities Management$20011-17-2015
Edward QuirkLPL FinancialCitizens Securities$5010-15-2015
Joseph SicilianoLPL FinancialFidelity$10005-27-2015
Matthew Cunningham, Erik WilliamsLPL FinancialPark Avenue Securities$010-17-2013
John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael VelazquezLPL FinancialLincoln Financial$20001-25-2012

Showing 1 to 6 of 6 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.