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|
|Daniel McCarthy||Royal Alliance||National Planning||$101||05-29-2015|
|Guy Nicosia, Gerard Nicosia, John Nicosia||Royal Alliance||Vanderbilt Securities||$150||11-06-2013|
|Savage and Associates||Royal Alliance||Walnut Street Securities||$1,400||07-05-2013|
|Sam Clark, James Davenport, Les Barber||Royal Alliance||Lincoln Financial||$300||03-06-2013|
|Sherri Stansbury, Carey Stansbury||Royal Alliance||Next Financial||$235||11-30-2012|
|Matthew Hanshaw, Taylor Ranker, Alfred Varano||Royal Alliance||National Planning||$325||11-16-2012|
|Angelo Talebi, Artin Bandari||Royal Alliance||LPL Financial||$230||11-16-2012|
|Kennedy Crossnan, William Brancucci||Royal Alliance||MetLife Securities||$100||12-02-2011|
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.