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|
|Robert A. Bezzone, Joseph Marotta||Bank of America Merrill Lynch||Wells Fargo Advisors||$139||09-05-2013|
|Abtin Zarrabi||Bank of America Merrill Lynch||Morgan Stanley Wealth Management||$192||09-05-2013|
|Charles A. Phelps||Bank of America Merrill Lynch||Morgan Stanley Wealth Management||$202||09-05-2013|
|John Molkentin, Denise Chin Quee||Bank of America Merrill Lynch||Morgan Stanley Wealth Management||$183||09-10-2013|
|Diane Padalino||Bank of America Merrill Lynch||Goldman Sachs||$325||09-10-2013|
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.