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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
Cheryl YoungMorgan Stanley Smith BarneyRaymond James$22110-31-2012
Leon Ciobataru, Luiz BoruchowskiMorgan Stanley Smith BarneyWells Fargo Advisors$21010-31-2012
Keith Munera, John WildemoreMorgan Stanley Smith BarneyUBS Financial Services$31508-20-2012
Matthew Zaft, Connor McKinneyMorgan Stanley Smith BarneyBank of America Merrill Lynch$21908-20-2012
Angel ColinaMorgan Stanley Smith BarneyWells Fargo Advisors$24008-20-2012
Mark RalstonMorgan Stanley Smith BarneyLPL Financial$14308-20-2012
Christopher Agnew, Gary Hewitt, Darrell HenricksenMorgan Stanley Smith BarneyBank of America Merrill Lynch$30008-20-2012
Thomas McDavidMorgan Stanley Smith BarneyBank of America Merrill Lynch$30007-23-2012
Jonathan SpaffordMorgan Stanley Smith BarneyBank of America Merrill Lynch$14007-23-2012
Robert GilsonMorgan Stanley Smith BarneyBank of America Merrill Lynch$7507-23-2012
James Harris, Pam AshleyMorgan Stanley Smith BarneyBank of America Merrill Lynch$3,00007-18-2012
Javier Vargas, Ramon PerezMorgan Stanley Smith BarneyUBS Financial Services$30007-18-2012
Sheldon Hechtman, Ellen KlersfeldMorgan Stanley Smith BarneyUBS Financial Services$21107-18-2012
Blane HammerMorgan Stanley Smith BarneyUBS Financial Services$12007-18-2012
Eliot RossMorgan Stanley Smith BarneyBarclays Wealth$9807-18-2012
Brent Henry, Dustin Colebank, Mike HudsonMorgan Stanley Smith BarneyBank of America Merrill Lynch$23007-17-2012
Tom ShoupMorgan Stanley Smith BarneyRaymond James$30007-17-2012
Steven BriggsMorgan Stanley Smith BarneyBank of America Merrill Lynch$20006-04-2012
William Schick, Paul DerrickMorgan Stanley Smith BarneyWells Fargo AdvisorsN/A06-04-2012
Jim HarrisMorgan Stanley Smith BarneyBank of America Merrill Lynch$40005-29-2012
Patricia Glass, Walter VarianMorgan Stanley Smith BarneyCredit Suisse Wealth ServicesN/A05-21-2012
Richard Jenkin, Thomas FerranteMorgan Stanley Smith BarneyUBS Financial Services$21005-21-2012
Frank SeminaraMorgan Stanley Smith BarneyUBS Financial Services$75005-10-2012
Jeffrey Hollingsworth, William Simpson, Craig BillingsleyMorgan Stanley Smith BarneyWells Fargo AdvisorsN/A05-02-2012
Frank Bagrier, Wes CoyleMorgan Stanley Smith BarneyUBS Financial Services$13505-02-2012
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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.