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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 |
|---|---|---|---|---|
| Cheryl Young | Morgan Stanley Smith Barney | Raymond James | $221 | 10-31-2012 |
| Leon Ciobataru, Luiz Boruchowski | Morgan Stanley Smith Barney | Wells Fargo Advisors | $210 | 10-31-2012 |
| Keith Munera, John Wildemore | Morgan Stanley Smith Barney | UBS Financial Services | $315 | 08-20-2012 |
| Matthew Zaft, Connor McKinney | Morgan Stanley Smith Barney | Bank of America Merrill Lynch | $219 | 08-20-2012 |
| Angel Colina | Morgan Stanley Smith Barney | Wells Fargo Advisors | $240 | 08-20-2012 |
| Mark Ralston | Morgan Stanley Smith Barney | LPL Financial | $143 | 08-20-2012 |
| Christopher Agnew, Gary Hewitt, Darrell Henricksen | Morgan Stanley Smith Barney | Bank of America Merrill Lynch | $300 | 08-20-2012 |
Showing 1 to 7 of 7 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.