Advisers on the Move TEST

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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Oliver Louis SunMorgan StanleyCredit Suisse Securities (USA) LLC05-08-2018
Kiran Kumar DevarapalliMorgan StanleyCredit Suisse Securities (USA) LLC09-01-2016
Alvin C MakMorgan StanleyCredit Suisse Securities (USA) LLC05-26-2016
Rodrigo MoralesMorgan StanleyCredit Suisse Securities (USA) LLC05-16-2016
Daniel M NunesMorgan StanleyCredit Suisse Securities (USA) LLC05-11-2016
Nicolo Sebasti Foscari Widmann ReMorgan StanleyCredit Suisse Securities (USA) LLC05-10-2016
Luis F SeabraMorgan StanleyCredit Suisse Securities (USA) LLC05-09-2016
Francesco Balducci SernagliaMorgan StanleyCredit Suisse Securities (USA) LLC05-02-2016
Jose VillamilMorgan StanleyCredit Suisse Securities (USA) LLC04-11-2016
Vivek DadlaniMorgan StanleyCredit Suisse Securities (USA) LLC04-08-2016
Christopher Edward VignoneMorgan StanleyCredit Suisse Securities (USA) LLC04-08-2016
Francisco Javier CarbajalesMorgan StanleyCredit Suisse Securities (USA) LLC03-31-2016
Daniel Ary EhrlichMorgan StanleyCredit Suisse Securities (USA) LLC03-31-2016
Fernando Milton MassaroMorgan StanleyCredit Suisse Securities (USA) LLC03-30-2016
Victor TsutsumiMorgan StanleyCredit Suisse Securities (USA) LLC03-28-2016
Nicolas Pablo LumermannMorgan StanleyCredit Suisse Securities (USA) LLC03-28-2016
Fernando A. Villarreal BenassiniMorgan StanleyCredit Suisse Securities (USA) LLC03-09-2016
Gabriela SardiMorgan StanleyCredit Suisse Securities (USA) LLC03-09-2016
Juan Diego BricenoMorgan StanleyCredit Suisse Securities (USA) LLC03-09-2016
Leo BiaginiMorgan StanleyCredit Suisse Securities (USA) LLC03-07-2016
David Israel SzulanskiMorgan StanleyCredit Suisse Securities (USA) LLC$2503-01-2016
Roberto RedondoMorgan StanleyCredit Suisse Securities (USA) LLC02-23-2016
Leonardo M. VergaraMorgan StanleyCredit Suisse Securities (USA) LLC02-17-2016
Alfredo Espinoza Jr.Morgan StanleyCredit Suisse Securities (USA) LLC02-17-2016
Angela Mello De Mello KeeseeMorgan StanleyCredit Suisse Securities (USA) LLC02-08-2016
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Showing 1 to 25 of 46 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.