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
Jason Alan FowkesPNC InvestmentsCitizens Securities, Inc.12-15-2017
Peter Hilles GauntPNC InvestmentsCitizens Securities, Inc.12-12-2017
Rebekah Suzanne KigerPNC InvestmentsCitizens Securities, Inc.$24012-01-2017
Anthony Joseph VucichPNC InvestmentsCitizens Securities, Inc.10-10-2017
James Eric RitzPNC InvestmentsCitizens Securities, Inc.08-01-2017
Ronald J HattPNC InvestmentsCitizens Securities, Inc.06-20-2017
Michael Peter MartinPNC InvestmentsCitizens Securities, Inc.04-21-2017
Joshua E EngelsPNC InvestmentsCitizens Securities, Inc.03-21-2017
Zachary Stephen ReinhartPNC InvestmentsCitizens Securities, Inc.12-16-2016
Alicia Lynne HutchinsonPNC InvestmentsCitizens Securities, Inc.12-02-2016
Daniel Frank EibenPNC InvestmentsCitizens Securities, Inc.10-26-2016
Earle A HavranPNC InvestmentsCitizens Securities, Inc.07-11-2016
Michael John Trpcic IIIPNC InvestmentsCitizens Securities, Inc.06-13-2016
Adam HutchisonPNC InvestmentsCitizens Securities, Inc.06-10-2016
Maria Lilian SerrahimaPNC InvestmentsCitizens Securities, Inc.05-17-2016
Gagandeep KumarPNC InvestmentsCitizens Securities, Inc.02-09-2016
Geoffrey Ryan ErhartPNC InvestmentsCitizens Securities, Inc.$15002-04-2016
Brett CianfraniPNC InvestmentsCitizens Securities, Inc.$10001-15-2016
Sean Michael CallahanPNC InvestmentsCitizens Securities, Inc.08-27-2015
Johnpaul BradleyPNC InvestmentsCitizens Securities, Inc.$25006-16-2015
Meghan Leigh StonePNC InvestmentsCitizens Securities, Inc.$10002-26-2015
Shawn David PearsonPNC InvestmentsCitizens Securities, Inc.$15006-20-2014
Anthony Louis ScolloPNC InvestmentsCitizens Securities, Inc.08-01-2012
Tuan Thanh LePNC InvestmentsCitizens Securities, Inc.02-15-2012
Peter Anthony AugustinePNC InvestmentsCitizens Securities, Inc.$10012-15-2011
Next Page »

Showing 1 to 25 of 30 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.

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