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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kyle Anthony MedeirosMorgan StanleyAmeriprise Financial Services, Inc.08-29-2018
Robert Scott PiersonMorgan StanleyAmeriprise Financial Services, Inc.05-21-2018
Jacqueline Kwong, Jonathan YoungMorgan StanleyAmeriprise Financial Services, Inc.09-01-2017
Bruce Mathew GallowayMorgan StanleyAmeriprise Financial Services, Inc.$15008-04-2017
Cheri Ann MchugoMorgan StanleyAmeriprise Financial Services, Inc.01-27-2017
Silvia Stephanie FalconiMorgan StanleyAmeriprise Financial Services, Inc.$1011-10-2016
David Steven GrossMorgan StanleyAmeriprise Financial Services, Inc.$14109-29-2016
Jeffrey James CramptonMorgan StanleyAmeriprise Financial Services, Inc.$5008-26-2016
John Thomas FrancisMorgan StanleyAmeriprise Financial Services, Inc.08-26-2016
Yahui LuMorgan StanleyAmeriprise Financial Services, Inc.07-13-2016
Michael Dominick MarchettaMorgan StanleyAmeriprise Financial Services, Inc.$5005-13-2016
Kimberly Sizemore MoserMorgan StanleyAmeriprise Financial Services, Inc.03-24-2016
Frederick M AveryMorgan StanleyAmeriprise Financial Services, Inc.03-21-2016
Travis William KnottMorgan StanleyAmeriprise Financial Services, Inc.03-11-2016
Charles Andrew FischerMorgan StanleyAmeriprise Financial Services, Inc.$101-22-2016
William Edward StyleMorgan StanleyAmeriprise Financial Services, Inc.$2510-02-2015
Irwin Gordon PersaudMorgan StanleyAmeriprise Financial Services, Inc.07-16-2015
Michael Anthony PersaudMorgan StanleyAmeriprise Financial Services, Inc.07-16-2015
Jennifer Kathryn MakrasMorgan StanleyAmeriprise Financial Services, Inc.06-23-2015
Victor Wolfe YoungMorgan StanleyAmeriprise Financial Services, Inc.06-01-2015
Virginia Swingle StevensMorgan StanleyAmeriprise Financial Services, Inc.05-22-2015
Jasmine Giszelle GarrettMorgan StanleyAmeriprise Financial Services, Inc.$109-12-2014
Brandy Lynn DebrouxMorgan StanleyAmeriprise Financial Services, Inc.06-19-2014
Michael Alan BinzMorgan StanleyAmeriprise Financial Services, Inc.06-12-2014
Giliane V CannavoMorgan StanleyAmeriprise Financial Services, Inc.$4605-23-2014
Next Page »

Showing 1 to 25 of 87 entries

Page 1 | 2 | 3 | 4

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.