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|
|Brant Giere, Lisa Szucs||Morgan Stanley Smith Barney||Bank of America Merrill Lynch||$210||12-03-2012|
|Bryan Schon||Morgan Stanley Smith Barney||Chase Investment Services||$205||11-06-2012|
|Cheryl Young||Morgan Stanley Smith Barney||Raymond James||$221||10-31-2012|
|Howard Shallcross||Morgan Stanley Smith Barney||Barclays Wealth||$80||12-03-2012|
|Leon Ciobataru, Luiz Boruchowski||Morgan Stanley Smith Barney||Wells Fargo Advisors||$210||10-31-2012|
|Luis Fuentes, Christopher Fuentes, Rosario Hondermann||Morgan Stanley Smith Barney||Bank of America Merrill Lynch||$373||12-03-2012|
|Nancy Buttweiler, Kristopher Schultz, David Peterson||Morgan Stanley Smith Barney||Bank of America Merrill Lynch||$141||12-11-2012|
|Richard Prybyl, Richard Farr, Steve Headrick||Morgan Stanley Smith Barney||Bank of America Merrill Lynch||$248||12-11-2012|
|Vince Costanzo, Rex Mack||Morgan Stanley Smith Barney||Bank of America Merrill Lynch||$115||12-03-2012|
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.