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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
Lee Turmail, Jesse MilesWells Fargo AdvisorsMorgan Stanley Wealth Management$12005-12-2015
Munther "Mike" Abdallah, Rick SofiakWells Fargo AdvisorsMorgan Stanley Wealth Management$10005-12-2015
Jeremy Strickler, Robin ErnstWells Fargo AdvisorsRaymond James$13905-05-2015
Dennis P. BarbaWells Fargo AdvisorsUBS Financial Services$17505-05-2015
Victor M. Fiano, Lori RuffnerWells Fargo AdvisorsMorgan Stanley Wealth Management$18505-05-2015
Jonathan H. ZuckerWells Fargo AdvisorsMorgan Stanley Wealth Management$10904-23-2015
Craig A. GoldbergWells Fargo AdvisorsMorgan Stanley Wealth Management$10404-23-2015
Steven JumperWells Fargo AdvisorsEdward Jones$15304-23-2015
Mitchell Rask, Christopher Rask, Jane MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$24404-23-2015
G. Carey RevelsWells Fargo AdvisorsMorgan Stanley Wealth Management$10804-23-2015
Steven M. PolkWells Fargo AdvisorsEdward Jones$10604-23-2015
Michael Blaustein, Maureen ClancyWells Fargo AdvisorsBarclays$65004-23-2015
Daniel Avan, Alan ShapiroWells Fargo AdvisorsMorgan Stanley Wealth Management$19904-01-2015
Michael Berlin, Scott RichmanWells Fargo AdvisorsRBC Wealth Management$13804-01-2015
Raymond J. PalmerWells Fargo AdvisorsStifel Nicolaus & Co.$14804-01-2015
Juan Ley, Tiffany Callahan Wells Fargo AdvisorsMorgan Stanley Wealth Management$21402-26-2015
Mitchell GravelleWells Fargo AdvisorsMorgan Stanley Wealth Management$10002-26-2015
Jeffrey Katz Wells Fargo AdvisorsMorgan Stanley Wealth Management$17402-26-2015
Pat Callaghan, Alan Fishman, Bernard Neuman, Jonathan Neuman, Tom Puccinelli, Stan Slovin, Lisa Su, Irene Kapusciarz, Melissa ValdWells Fargo AdvisorsMorgan Stanley Wealth Management$70001-22-2015
Shahmir Moussavi Wells Fargo AdvisorsUBS Financial Services$12501-06-2015
Dennis Shapses, David CuellarWells Fargo AdvisorsMorgan Stanley Wealth Management$24001-06-2015
James E. Percifield, David C. Heeren, Brad A. HarderWells Fargo AdvisorsUBS Financial Services$46312-10-2014
Mike Reed, Zach Gates, Eli StraitWells Fargo AdvisorsJPMorgan Chase & Co.$97211-10-2014
William Peragine, John BiondoWells Fargo AdvisorsMorgan Stanley Wealth Management$83009-22-2014
Lee DubinskyWells Fargo AdvisorsUBS Financial Services$14009-22-2014
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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.