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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
Guy Nicosia, Gerard Nicosia, John NicosiaRoyal AllianceVanderbilt Securities$15011-07-2013
Savage and AssociatesRoyal AllianceWalnut Street Securities$1,40007-10-2013
Sam Clark, James Davenport, Les BarberRoyal AllianceLincoln Financial$30004-08-2013
Sherri Stansbury, Carey StansburyRoyal AllianceNext Financial$23512-14-2012
Matthew Hanshaw, Taylor Ranker, Alfred VaranoRoyal AllianceNational Planning$32511-21-2012
Angelo Talebi, Artin BandariRoyal AllianceLPL Financial$23011-21-2012
Kennedy Crossnan, William BrancucciRoyal AllianceMetLife Securities$10012-02-2011

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.