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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
Angel ColinaMorgan Stanley Smith BarneyWells Fargo Advisors$24008-20-2012
Blane HammerMorgan Stanley Smith BarneyUBS Financial Services$12007-18-2012
Brad RudeMorgan Stanley Smith BarneyWells Fargo Advisors$12902-23-2012
Brant Giere, Lisa SzucsMorgan Stanley Smith BarneyBank of America Merrill Lynch$21012-03-2012
Brent Henry, Dustin Colebank, Mike HudsonMorgan Stanley Smith BarneyBank of America Merrill Lynch$23007-17-2012
Bryan SchonMorgan Stanley Smith BarneyChase Investment Services$20511-06-2012
Bryce KennyMorgan Stanley Smith BarneyCredit Suisse Wealth Services$47503-23-2012
Cheryl YoungMorgan Stanley Smith BarneyRaymond James$22110-31-2012
Christopher Agnew, Gary Hewitt, Darrell HenricksenMorgan Stanley Smith BarneyBank of America Merrill Lynch$30008-20-2012
Devin CondronMorgan Stanley Smith BarneyBank of America Merrill Lynch$83003-06-2012
Diane Alecci, Lynn BlanchardMorgan Stanley Smith BarneyBank of America Merrill Lynch$50001-07-2013
Eliot RossMorgan Stanley Smith BarneyBarclays Wealth$9807-18-2012
Emir Culov, Amela Culov, Rebecca RexMorgan Stanley Smith BarneyH.S.B.C. Private Bank$17503-15-2012
Frank Bagrier, Wes CoyleMorgan Stanley Smith BarneyUBS Financial Services$13505-02-2012
Frank SeminaraMorgan Stanley Smith BarneyUBS Financial Services$75005-10-2012
Howard ShallcrossMorgan Stanley Smith BarneyBarclays Wealth$8012-03-2012
Ilan SegevMorgan Stanley Smith BarneyCredit Suisse Wealth Services$19103-15-2012
James Flood, Michael RomerMorgan Stanley Smith BarneyUBS Financial Services$21304-09-2012
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
Jeffrey Grange, Jeffrey HollisMorgan Stanley Smith BarneyBank of America Merrill Lynch$22702-23-2012
Jeffrey Hollingsworth, William Simpson, Craig BillingsleyMorgan Stanley Smith BarneyWells Fargo AdvisorsN/A05-02-2012
Jim HarrisMorgan Stanley Smith BarneyBank of America Merrill Lynch$40005-29-2012
Jonathan Klausner, John Duffy, Jenny Margason, Caryn Wilkinson, Derek DisalvoMorgan Stanley Smith BarneyUBS Financial Services$65004-09-2012
Jonathan SpaffordMorgan Stanley Smith BarneyBank of America Merrill Lynch$14007-23-2012
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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.