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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
Michael Zalkind, John WilliamsMorgan Stanley Wealth ManagementJPMorgan Chase & Co.$17510-24-2014
Robert BennettBank of America Merrill LynchUBS Financial Services$10810-03-2014
Eric de Goldsmith-Rothschild Raymond JamesUBS Financial Services$12509-30-2014
Jeffrey Hill, Steve Brill, Debra Targett, Mary McLaughlin, Jessica HillBenjamin F. Edwards & Co.Wells Fargo$10009-29-2014
Matthew Kutcher, Bryan DeFrancesJ.P. Morgan Securities LLCCredit Suisse Wealth Services$009-11-2014
Roy Apple, Anthony Rizzo, Jeremy Schneider, Kevin Gai J.P. Morgan Securities LLCDeutsche Bank$009-11-2014
Peter WolkSecurities Service NetworkLPL Financial$5009-09-2014
Ronald CamisascaAmeriprise FinancialMorgan Stanley Wealth Management$9609-09-2014
John E. LedfordAmeriprise FinancialCommonwealth Financial Network$13809-09-2014
Kenneth Compton, Susan Buchanon, Carl Salvato, Aileen AquiRaymond JamesWells Fargo Advisors$17008-29-2014
Pamela Lynn Abraham, Jack E. Thomas, Trevor R. SwartzHightower AdvisorsBank of America Merrill Lynch$80008-14-2014
Jerome WallInvestacorpLincoln Financial$5007-28-2014
Christopher Fluehr, Jason Mamalis Raymond JamesWells Fargo Advisors$20007-18-2014
Gary Vescio, Brandon LevineRaymond JamesUBS Financial Services$10007-18-2014
Dante NeyraMorgan Stanley Wealth ManagementBank of America Merrill Lynch$007-10-2014
Linda GoodsonMorgan Stanley Wealth ManagementWells Fargo Advisors$11007-10-2014
Bill Gear, Ben BuchananWells Fargo AdvisorsBank of America Merrill Lynch$16007-08-2014
Jeffery Tomaszewski, Gary A. RigbyRaymond JamesBank of America Merrill Lynch$28005-19-2014
Paul AuslanderNFP Advisor Services GroupFoothill Securities$7005-01-2014
Michael Cohen, Benjamin CohenRaymond JamesJ.P. Morgan Securities LLC$64004-08-2014
Julio Castro, Michael Cozene, Arthur NodererEvercore Wealth ManagementSuntrust Investment Services$004-07-2014
Ileana D. PlattRBC Wealth ManagementBarclays Wealth$24004-04-2014
David BeharMorgan Stanley Wealth ManagementUBS Financial Services$20003-27-2014
David Huffman, Aimee BoggsRaymond JamesMorgan Stanley Wealth Management$18003-18-2014
Tom Bedor, Laren BedorBenjamin F. Edwards & Co.Wells Fargo Advisors$001-23-2014
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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.