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
Andrew Barrett PriceMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Mark Steven MorganMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Philip Michael CamiciaMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
George Spiridon HarrosMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Scott Stuart AndersonMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Maarten Lorreto KoornwinderMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Gregory Scott SimonMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Keith Alan BriarMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
John Thomas LiddleMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Thomas Martin McCueMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Mark Aaron JonesMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Montgomery Crawford CookMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Kevin Lloyd MizeMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Bruce Hughes AthonMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Peter James ScheidMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Allan Mark HarbourMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Noyan GaremaniMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Bernardete Bernardete Da Silvei NunesMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
John Thomas ShaddenMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Raymond J. RuizMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Thomas Wayne Elrod Sr.Morgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Teresa Anne TimothyMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Constantine KoukosMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Claire Christine NagyMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Alejandro ValleMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
« Previous PageNext Page »

Showing 201 to 225 of 753 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

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.