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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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Vince Costanzo, Rex MackMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11512-03-2012
Brant Giere, Lisa SzucsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$21012-03-2012
Luis Fuentes, Christopher Fuentes, Rosario HondermannMorgan Stanley Wealth ManagementBank of America Merrill Lynch$37312-03-2012
Levent Bayrasli, Russell SmithAmeriprise FinancialBank of America Merrill Lynch$9511-28-2012
John DiCiaccio, Leah Thomson Snell, Jon LaMothe, Luis GonzalezSnowden Capital AdvisorsBank of America Merrill Lynch$50011-27-2012
W. Howard HumphreyWells Fargo AdvisorsBank of America Merrill Lynch$10111-16-2012
Robert Evans, Walt Shinault, Richard HastingsWells Fargo AdvisorsBank of America Merrill Lynch$25011-16-2012
Tom TempleUBS Financial ServicesBank of America Merrill Lynch$20011-01-2012
David Evans, Nepeta Godec, Patty EckelberryRBC Wealth ManagementBank of America Merrill Lynch$17710-03-2012
Kevin Stophel, Matthew McCoyConcert Wealth ManagementBank of America Merrill Lynch$9009-17-2012
Scott Robinson, Christian ReuterRBC Wealth ManagementBank of America Merrill Lynch$25009-05-2012

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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.