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|
|Francesca Zavolta||Morgan Stanley Wealth Management||Barclays Wealth||$74||10-09-2013|
|Fred Costantino Sr., Fred Costantino Jr., Michael Costantino||Morgan Stanley Wealth Management||Wells Fargo Advisors||$123||10-09-2013|
|Theresa E. Chacopulos||Morgan Stanley Wealth Management||Wells Fargo Advisors||$302||10-09-2013|
|Garry W. Bridgeman||Morgan Stanley Wealth Management||Bank of America Merrill Lynch||$663||10-03-2013|
|Jason L. Moss||Morgan Stanley Wealth Management||Bank of America Merrill Lynch||$130||10-01-2013|
|Frank Marano, Donald Marano||Morgan Stanley Wealth Management||Raymond James||$100||10-01-2013|
|Al Maulini, Joseph Torano||Morgan Stanley Wealth Management||HSBC Private Bank||$121||10-01-2013|
|Scott Siegel, Mehmet Kirdar, Michael O'Hara, Joseph Carmody,||Morgan Stanley Wealth Management||JPMorgan Chase & Co.; UBS Financial Services||$1,500||10-01-2013|
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.