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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
David Runstrom, Eric NoyesMorgan Stanley Smith BarneyBank of America Merrill Lynch$33205-03-2011
Michael Paesano, Jeffrey Cadan, Richard Perkins, Matthew HayfordMorgan Stanley Smith BarneyUBS Financial Services$005-03-2011
Rosalie Schlaen, Izhar SheferMorgan Stanley Smith BarneyBank of America Merrill Lynch$17702-28-2011
Joseph Viviani, Robert DigregorioMorgan Stanley Smith BarneyBank of America Merrill Lynch$39802-24-2011
Craig Greenberg, Joseph McDermottMorgan Stanley Smith BarneyUBS Financial Services$14401-31-2011
Adam LeapleyMorgan Stanley Smith BarneyChase Investment Services$20501-28-2011
Robin Krasny, Mark LewisMorgan Stanley Smith BarneyUBS Financial Services$31001-20-2011
Steven Foote, John MoranMorgan Stanley Smith BarneyIngalls & Snyder$30001-19-2011
Michael KiddMorgan Stanley Smith BarneyWells Fargo Advisors$30501-10-2011
Rick CaiazzoMorgan Stanley Smith BarneyUBS Financial Services$29011-29-2010
Jeanne Forkeutis, Frank SalvagniMorgan Stanley Smith BarneyUBS Financial Services$14311-29-2010
Ronald Kern, Rollins Rubsamen Jr., W. Joseph Sammons, Myrteel WardMorgan Stanley Smith BarneyWFG Investments$3,40011-17-2010
Benjamin Kusner, Steven Berner, William Hanrahan, Shane MeyerMorgan Stanley Smith BarneyUBS Financial Services$18411-11-2010
Jonathan PriceMorgan Stanley Smith BarneyCommonwealth Financial Network$15310-28-2010
Art Martin, Wade Martin, John RizzoMorgan Stanley Smith BarneyUBS Financial Services$35008-20-2010
Laurence BraunsteinMorgan Stanley Smith BarneyFirst Allied Securities$20007-22-2010
Benjamin WooMorgan Stanley Smith BarneyCharles Schwab$14007-13-2010
Michael LupiaMorgan Stanley Smith BarneyJPMorgan Chase & Co.$21707-08-2010
The Legacy Wealth Management GroupMorgan Stanley Smith BarneyUBS Financial Services$35007-02-2010
Joseph Fortuna, Timothy PreteMorgan Stanley Smith BarneyUBS Financial Services$73806-21-2010
Sergio D'Oliveira, Francisco D'Oliveira, Leonardo Silva, Tod FrickMorgan Stanley Smith BarneyBank of America Merrill Lynch$27906-18-2010
Mark S. BaileyMorgan Stanley Smith BarneyUBS Financial Services$16005-28-2010
Jeff RussellMorgan Stanley Smith BarneyBank of America Merrill Lynch$21805-25-2010
Matthew Segal, Joseph Pizzo, Irwin Werbowsky, Mohamed YassinMorgan Stanley Smith BarneyUBS Financial Services$15105-21-2010
James Flynn, Rance Hillier, Merritt ZahnerMorgan Stanley Smith BarneyBank of America Merrill Lynch$15005-19-2010
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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.