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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Charles GuadagninoMorgan StanleyFidelity Personal and Workplace Advisors06-14-2019
Biron Harrison SmytheCharles Schwab & Co., Inc.Fidelity Personal and Workplace Advisors06-11-2019
Konstantin BystritskyDoyle Wealth Management, Inc.Fidelity Personal and Workplace Advisors04-09-2019
Kimberly Lynn JeziorskiRaymond James & Associates, Inc.Fidelity Personal and Workplace Advisors03-28-2019
Rebecca Bryant DickersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors02-21-2019
John Corey WalkerCWA Asset Management GroupFidelity Personal and Workplace Advisors01-14-2019
James E LoveCWA Asset Management GroupFidelity Personal and Workplace Advisors12-11-2018
Matthew Alan HolibaughSecurian Financial Services, Inc.Fidelity Personal and Workplace Advisors09-20-2018
Jennifer Rachel PasterczykLPL Financial LLCFidelity Personal and Workplace Advisors$2510-30-2018

Showing 1 to 9 of 9 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.