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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 |
|---|---|---|---|---|
| Leon Ciobataru, Luiz Boruchowski | Morgan Stanley Smith Barney | Wells Fargo Advisors | $210 | 10-31-2012 |
| Angel Colina | Morgan Stanley Smith Barney | Wells Fargo Advisors | $240 | 08-20-2012 |
| William Schick, Paul Derrick | Morgan Stanley Smith Barney | Wells Fargo Advisors | N/A | 06-04-2012 |
| Jeffrey Hollingsworth, William Simpson, Craig Billingsley | Morgan Stanley Smith Barney | Wells Fargo Advisors | N/A | 05-02-2012 |
| Brad Rude | Morgan Stanley Smith Barney | Wells Fargo Advisors | $129 | 02-23-2012 |
| Lou Popielarcheck, Jr., Kristen Yablonsky, Michael T. Jordan | Morgan Stanley Smith Barney | Wells Fargo Advisors | $135 | 02-14-2012 |
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.