Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Stephen M Digennaro IIBenchmark Investments, Inc.Aegis Capital Corp.09-23-2020
Frances Angela PullanoBenchmark Investments, Inc.Aegis Capital Corp.06-29-2020
Dominick Vincent PullanoBenchmark Investments, Inc.Aegis Capital Corp.06-03-2020
Ajit AjmaniA.G.P / Alliance Global PartnersAegis Capital Corp.04-23-2020
Antony Carmine NaccarelliTradeZero America, Inc.Aegis Capital Corp.04-06-2020
Elias Stephen PritsoulisA.G.P / Alliance Global PartnersAegis Capital Corp.04-02-2020
Scott Edward MadisonUnivest Securities, LLCAegis Capital Corp.03-30-2020
Christopher Rice CallagyRevere Securities LLCAegis Capital Corp.01-10-2020
Andre ManganoInfinex Investments, Inc.Aegis Capital Corp.$5001-06-2020
Nick Eugene SonNational Securities CorporationAegis Capital Corp.01-02-2020
Bernard Michael LherissonA.G.P / Alliance Global PartnersAegis Capital Corp.$11812-23-2019
Gerhard Philip SchneiderInfinex Investments, Inc.Aegis Capital Corp.$2512-16-2019
David PerezJoseph Gunnar & Co. LLCAegis Capital Corp.11-12-2019
Salvatore John RenzoA.G.P / Alliance Global PartnersAegis Capital Corp.$3911-06-2019
Darren OlivieriEquitable Advisors, LLCAegis Capital Corp.$15008-16-2019
James DrudyMutual of America Securities LLCAegis Capital Corp.08-14-2019
Brian David RockowitzMadison Global Partners LLCAegis Capital Corp.07-12-2019
Andrew George GergatsoulisMerrill Lynch, Pierce, Fenner & Smith IncorporatedAegis Capital Corp.$10006-17-2019
Joe Marlon PazminoJoseph Gunnar & Co. LLCAegis Capital Corp.06-03-2019
Gerald Martin HeilpernSpartan Capital Securities, LLCAegis Capital Corp.$4705-23-2019
Alexander A RazumnyA.G.P / Alliance Global PartnersAegis Capital Corp.05-07-2019
John Patrick Harty IIIA.G.P / Alliance Global PartnersAegis Capital Corp.05-02-2019
Alexander Vlad YelenskyA.G.P / Alliance Global PartnersAegis Capital Corp.05-01-2019
Samuel J SchellerA.G.P / Alliance Global PartnersAegis Capital Corp.04-08-2019
David Alan BegleyA.G.P / Alliance Global PartnersAegis Capital Corp.02-08-2019
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Showing 1 to 25 of 68 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.