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|
|Louis V. Walsh IV||Wells Fargo Advisors||UBS Financial Services||$287||09-03-2013|
|Eric A. Zakarin||Wells Fargo Advisors||Morgan Stanley Wealth Management||$261||09-03-2013|
|Courtenay Hathcock, Frederick Rossetter, William Black||Wells Fargo Advisors||UBS Financial Services||$418||09-03-2013|
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.