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
Brian J. TerryWells Fargo AdvisorsUBS Financial Services$11509-24-2015
Ronald Perry, John Perry, Robin JohnsonWells Fargo AdvisorsMorgan Stanley Wealth Management$30009-11-2015
Christopher HillWells Fargo AdvisorsJPMorgan Chase & Co.$2,00009-03-2015
Jonathan Schlackman, Alan Weintraub, Joshua ZamatWells Fargo AdvisorsMorgan Stanley Wealth Management$70008-26-2015
Jane Drew, Katherine DrewWells Fargo AdvisorsBank of America Merrill Lynch$27808-07-2015
Timothy Pester Wells Fargo AdvisorsKey Private Bank$10008-07-2015
Nick BorgfeldtWells Fargo AdvisorsMorgan Stanley Wealth Management$17607-17-2015
Doug WaltersWells Fargo AdvisorsJanney Montgomery Scott$20207-02-2015
Charles Guilbault Wells Fargo AdvisorsBank of America Merrill Lynch$10007-02-2015
Richard J. Bernstein Wells Fargo AdvisorsMorgan Stanley Wealth Management$42507-01-2015
Larry Pulliam, Jeff KerriganWells Fargo AdvisorsUBS Financial Services$16506-30-2015
Ellen ClearyWells Fargo AdvisorsMorgan Stanley Wealth Management$16806-26-2015
Jeremy Strickler, Robin ErnstWells Fargo AdvisorsRaymond James$13905-04-2015
Munther "Mike" Abdallah, Rick SofiakWells Fargo AdvisorsMorgan Stanley Wealth Management$10005-01-2015
Dennis P. BarbaWells Fargo AdvisorsUBS Financial Services$17505-01-2015
Mitchell Rask, Christopher Rask, Jane MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$24404-17-2015
Steven M. PolkWells Fargo AdvisorsEdward Jones$10604-16-2015
Michael Blaustein, Maureen ClancyWells Fargo AdvisorsBarclays$65004-16-2015
G. Carey RevelsWells Fargo AdvisorsMorgan Stanley Wealth Management$10804-14-2015
Victor M. Fiano, Lori RuffnerWells Fargo AdvisorsMorgan Stanley Wealth Management$18504-10-2015
Lee Turmail, Jesse MilesWells Fargo AdvisorsMorgan Stanley Wealth Management$12004-02-2015
Jonathan H. ZuckerWells Fargo AdvisorsMorgan Stanley Wealth Management$10904-02-2015
Craig A. GoldbergWells Fargo AdvisorsMorgan Stanley Wealth Management$10404-02-2015
Steven JumperWells Fargo AdvisorsEdward Jones$15304-02-2015
Daniel Avan, Alan ShapiroWells Fargo AdvisorsMorgan Stanley Wealth Management$19903-27-2015
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Showing 1 to 25 of 222 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.