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
Christopher Ernest GattoPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-04-2010
Damian Kerry ReillyPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-10-2011
David J. NovakPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-05-2019
Do H KimPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-28-2012
Eric Gerald HoffmanPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated09-24-2013
Francesco FedericoPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$1003-01-2017
Jacquelyn Ann TuzzioPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2015
Julia M. SavagePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2012
Kyle Robert WiltPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2013
Lawrence Vincent SoracePNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2013
Lisa Ann DempseyPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-07-2015
Marc Peter EisenPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2019
Pavan V. WunnavaPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2017
Peter J GordonPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated04-10-2013
Rebecca Lyn BearPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated12-07-2016
Robert Francis GibbsPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated09-21-2016
Samuel Michael ReedPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated03-26-2012
Samuel RamosPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated11-16-2016
Scott T WetherbyPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated12-29-2009
Steven Richard MintzPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$1003-31-2015
Thomas J MajchrowskiPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated01-07-2013
Zarida Marie BrokenboroughPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2013

Showing 1 to 22 of 22 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.