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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Recruiting Scoreboard (Q4 2020)

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sean Casey ClancyEquity Services, Inc.MetLife Securities Inc.01-31-2017
Thomas John GilboyEquity Services, Inc.MetLife Securities Inc.01-26-2017
Carolyn J KingEquity Services, Inc.MetLife Securities Inc.01-20-2017
Daniel Robert MoruzziEquity Services, Inc.MetLife Securities Inc.12-06-2016
Timothy James DunnebackEquity Services, Inc.MetLife Securities Inc.09-09-2016
Michael Patrick PrevitiEquity Services, Inc.MetLife Securities Inc.09-06-2016
Nicola RiversoEquity Services, Inc.MetLife Securities Inc.07-29-2016
Jeffrey Ira FriedrichEquity Services, Inc.MetLife Securities Inc.07-29-2016
Richard S HyamsEquity Services, Inc.MetLife Securities Inc.06-07-2016
Marc Alan SilversteinEquity Services, Inc.MetLife Securities Inc.05-20-2016
Alfred William ScheferEquity Services, Inc.MetLife Securities Inc.05-20-2016
Karlyn Brittany GrassoEquity Services, Inc.MetLife Securities Inc.05-06-2016
Christopher James DemarcoEquity Services, Inc.MetLife Securities Inc.11-12-2015
Rodolfo Ernesto RodriguezEquity Services, Inc.MetLife Securities Inc.09-24-2015
William Henry Cheshire JrEquity Services, Inc.MetLife Securities Inc.04-07-2014
Samuel Frank KrollEquity Services, Inc.MetLife Securities Inc.02-05-2014
Janet Farah LauricellaEquity Services, Inc.MetLife Securities Inc.01-09-2014
David Joseph ChiusanoEquity Services, Inc.MetLife Securities Inc.01-06-2014
James Christopher MuroEquity Services, Inc.MetLife Securities Inc.$5012-13-2013
William Peter DAngeloEquity Services, Inc.MetLife Securities Inc.12-13-2013
Mohamed Nour AbdallahEquity Services, Inc.MetLife Securities Inc.02-12-2013
Dianne Eleanor DittmarEquity Services, Inc.MetLife Securities Inc.08-06-2012
Syed RizviEquity Services, Inc.MetLife Securities Inc.05-23-2012
Margaret Marie AntonielloEquity Services, Inc.MetLife Securities Inc.$2503-28-2011
Victor MuroEquity Services, Inc.MetLife Securities Inc.$15007-27-2009

Showing 1 to 25 of 25 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.