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
Nancy Buttweiler, Kristopher Schultz, David PetersonMorgan Stanley Wealth ManagementBank of America Merrill Lynch$14112-03-2012
Luis Fuentes, Christopher Fuentes, Rosario HondermannMorgan Stanley Wealth ManagementBank of America Merrill Lynch$37311-30-2012
John DiCiaccio, Leah Thomson Snell, Jon LaMothe, Luis GonzalezSnowden Capital AdvisorsBank of America Merrill Lynch$50011-26-2012
Vince Costanzo, Rex MackMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11511-23-2012
Brant Giere, Lisa SzucsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$21011-20-2012
Levent Bayrasli, Russell SmithAmeriprise FinancialBank of America Merrill Lynch$9511-16-2012
Tom TempleUBS Financial ServicesBank of America Merrill Lynch$20010-18-2012
David Evans, Nepeta Godec, Patty EckelberryRBC Wealth ManagementBank of America Merrill Lynch$17709-14-2012
Kevin Stophel, Matthew McCoyConcert Wealth ManagementBank of America Merrill Lynch$9009-13-2012

Showing 1 to 9 of 9 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.


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