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
Kerri Ann BiondoMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.11-08-2018
Edward YusupovMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.07-05-2018
Alan William CharachMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.09-29-2017
Peter Cable RoesslerMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.07-10-2017
Richard Edward Harnett Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.11-29-2016
Gerardo SantangeloMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.09-27-2016
Michael Lloyden Frank Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.02-06-2015
Michael John HennessyMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.11-24-2014
Joseph Thomas KrasniewiczMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.$10011-20-2014
Sheena Clare MarrMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.11-04-2011
Michael Thomas AustinMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.11-02-2011
Mark Wayne MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.07-08-2011
John Michael MitchellMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.07-08-2011
David Greg DruckerMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.06-30-2011
Todd Alexander LemieuxMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.06-17-2011
Patrick Andrew GuntherMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.$5006-10-2011
Michael Charles MarinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.05-23-2011
Arnold Frank FeldmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.$5002-04-2011
Melanie Lauren PowellMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.10-11-2010
Achilleas PsihudakisMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.08-30-2010
Richard Thomas Norton Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedDavid Lerner Associates, Inc.06-15-2009

Showing 1 to 21 of 21 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.