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|
|Diane Alecci, Lynn Blanchard||Morgan Stanley Smith Barney||Bank of America Merrill Lynch||$500||01-07-2013|
|Howard Shallcross||Morgan Stanley Smith Barney||Barclays Wealth||$80||12-03-2012|
|Levent Bayrasli, Russell Smith||Ameriprise Financial||Bank of America Merrill Lynch||$95||11-28-2012|
|Robert Hart, Thomas Tonkovich||Wells Fargo Advisors||RBC Wealth Management||$107||11-16-2012|
|Allen Wilson||Wells Fargo Advisors||Stifel Nicolaus & Co.||$212||11-16-2012|
|Mark Cortazzo, Nicholas Spagnoletti Jr., Jay LaMalfa, Thomas Moyer||LPL Financial||SII Investments||$650||11-13-2012|
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.