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|
|Michael Climer, Wes Climer||Wells Fargo Advisors||Bank of America Merrill Lynch||$220||10-09-2013|
|John Phillips, Darrell Jones, Scott Dickerson||Wells Fargo Advisors||UBS Financial Services||$219||10-09-2013|
|Brian D. Stewart||Wells Fargo Advisors||Morgan Stanley Wealth Management||$130||10-01-2013|
|Robert Alpert, Charles Ladenheim, Robert Fusaro, Michael Montuori||Wells Fargo Advisors||Morgan Stanley Wealth Management||$1,000||09-30-2013|
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.