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
Alejandro Triana, Christopher Murrle, Carlos SaitcevskyWells Fargo AdvisorsCitigroup$60009-30-2016
Brad Weinman Bank of America Merrill LynchMorgan Stanley Wealth Management$24009-26-2016
Eddie Carreno, Miguelina CorripioMorgan Stanley Wealth ManagementCitigroup$17509-23-2016
Michael Dadko Janney Montgomery ScottUBS Financial Services$11209-22-2016
Rajeev Dhillon, Joseph LeskoWells Fargo AdvisorsJ.P. Morgan Securities LLC$25309-21-2016
Elizabeth van Walleghem, Thomas ButlerMAXIMAI Investment PartnersBank of America Merrill Lynch$55009-13-2016
Frank CoussensAmeriprise FinancialBank of America Merrill Lynch$13208-19-2016
Thomas MaysRaymond JamesBank of America Merrill Lynch$10508-07-2016
Frank Urban, David HansonRaymond JamesMorgan Stanley Wealth Management$12507-21-2016
Oscar GuevaraBolton Global CapitalBank of America Merrill Lynch$8007-18-2016
Scott Ramo, Valerie RamoRBC Wealth ManagementRaymond James$30007-13-2016
William Haring, Bradley HaringRBC Wealth ManagementMorgan Stanley Wealth Management$12407-13-2016
Chris Jones, Dan HoffeWells Fargo AdvisorsJPMorgan Chase & Co.$28007-04-2016
Martin MooreAmeriprise FinancialUBS Financial Services$12007-01-2016
Tanya Duarte, Archibaldo VasquezBolton Global CapitalBank of America Merrill Lynch$22506-20-2016
Felipe BallestasBolton Global CapitalBank of America Merrill Lynch$17506-18-2016
Alex AstudilloBolton Global CapitalBank of America Merrill Lynch$17305-31-2016
Sam Moshe, Paul Saldana, Gilda Gallardo, Jessica LlorensMorgan Stanley Wealth ManagementBank of America Merrill Lynch$29005-31-2016
Brian MillerLPL FinancialCetera$6505-23-2016
Henry Berg, Glen MagloffStifel Nicolaus & Co.Wells Fargo Advisors$25005-19-2016
Edilberto Moreno, Soraya Batista-GarciaBolton Global CapitalBank of America Merrill Lynch$16005-02-2016
Mark J. Elliott, Scott R. Friedman, Darren Dawson, John A. KentSuntrust Investment ServicesWells Fargo Advisors$53404-22-2016
Chris Ure, Al MartinezHightower AdvisorsUBS Financial Services$12504-18-2016
Kirsten Tuzzo, Blaine MintonBank of America Merrill LynchMorgan Stanley Wealth Management$28704-18-2016
Jose FincheltubMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$10703-24-2016
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Showing 1 to 25 of 221 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.