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

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Juliano L BarrosMorgan StanleyCredit Suisse Securities (USA) LLC05-13-2016
Daniel Mancia NunesMorgan StanleyCredit Suisse Securities (USA) LLC05-11-2016
Eduardo Enrique MullerMorgan StanleyCredit Suisse Securities (USA) LLC05-09-2016
Raul F LacayoMorgan StanleyCredit Suisse Securities (USA) LLC05-02-2016
Ricardo Milan JrMorgan StanleyCredit Suisse Securities (USA) LLC04-28-2016
Carlos Jose BigottMorgan StanleyCredit Suisse Securities (USA) LLC04-25-2016
Louis Orlando MoyaMorgan StanleyCredit Suisse Securities (USA) LLC04-11-2016
Hernan Mariano GonzalezMorgan StanleyCredit Suisse Securities (USA) LLC04-01-2016
Paul BravoMorgan StanleyCredit Suisse Securities (USA) LLC04-01-2016
Gaston PellegriniMorgan StanleyCredit Suisse Securities (USA) LLC04-01-2016
Margaret TorresMorgan StanleyCredit Suisse Securities (USA) LLC03-31-2016
Jose M ArredondoMorgan StanleyCredit Suisse Securities (USA) LLC03-31-2016
Rafael CisternasMorgan StanleyCredit Suisse Securities (USA) LLC$15003-28-2016
Rosa Cavalie MedinaMorgan StanleyCredit Suisse Securities (USA) LLC03-28-2016
German HornsteinMorgan StanleyCredit Suisse Securities (USA) LLC03-28-2016
Jose FincheltubMorgan StanleyCredit Suisse Securities (USA) LLC$10703-24-2016
Jose FincheltubMorgan StanleyCredit Suisse Securities (USA) LLC03-24-2016
Francisco Victor Carrera-JustizMorgan StanleyCredit Suisse Securities (USA) LLC$15003-22-2016
Jose Alejandro Salvidea RelloMorgan StanleyCredit Suisse Securities (USA) LLC03-17-2016
Francisco Javier MontesMorgan StanleyCredit Suisse Securities (USA) LLC03-11-2016
Tiani R HausenMorgan StanleyCredit Suisse Securities (USA) LLC03-07-2016
Mona Romanello WilsonMorgan StanleyCredit Suisse Securities (USA) LLC01-14-2016
Bryce KennyMorgan StanleyCredit Suisse Securities (USA) LLC$47503-23-2012
Bryce R KennyMorgan StanleyCredit Suisse Securities (USA) LLC$15003-16-2012
Brett Richard BensonMorgan StanleyCredit Suisse Securities (USA) LLC03-16-2012

Showing 1 to 25 of 25 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.