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|
|Quoc (Jon) Pham||Bank of America Merrill Lynch||Morgan Stanley Smith Barney||$82||02-14-2013|
|William Terrell||Bank of America Merrill Lynch||Morgan Stanley Smith Barney||$137||02-14-2013|
|Jamie Hilton, Kara Museler||UBS Financial Services||Morgan Stanley Smith Barney||$300||02-06-2013|
|Marlene M. Fowler, Christopher F. Fowler||Raymond James||Morgan Stanley Smith Barney||$70||01-28-2013|
|Philip T. Maurer, David M. Kushner, Barbara Maurer||Raymond James||Morgan Stanley Smith Barney||$146||01-25-2013|
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.