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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Dominic Corona IIIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2011
Brian FinkMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2009
Corey James SeaquistMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-10-2018
David Ross NealMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-30-2012
Derek James AngusMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-03-2010
Donald J. SelingerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-05-2017
Dupree D. Johnson IIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-02-2012
Eva Maria GoutzosMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2014
George Hinman GetzMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-11-2014
George Martin SeilerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15006-16-2017
James BilecaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$8611-16-2016
James Matthew FlynnMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-14-2010
James S Hurley Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-28-2011
Jay C SerniakMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2011
John Thomas D'AddonaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2510-28-2011
Jordan Edward GrzesczykMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-10-2017
Joseph James MatthewsMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5001-27-2012
Julia Anne Teresa Peloso-BarnesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15007-28-2011
Kevin Michael NicholsMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-17-2014
Lise Anne MangiaficoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2014
Lori JabaraMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15005-01-2013
Merritt Michael ZahnerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5005-14-2010
Michael Thomas LangloisMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-16-2017
Muhammad Ali ChaudryMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-10-2012
Nisha ChisenaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15810-21-2016
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Showing 1 to 25 of 41 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.