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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Minoo Kandy ZarnegarMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Thomas George BongiornoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Scott ZelikMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Brian Keith SalmonsonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Robert Frank ZicMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Parthasarathy RajagopalanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Steven Robert HerrmannMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Cheryl Diane RichardsonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Rigby MillerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Russell Lee Clousing IIMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Robert Thomas WeilMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Alan Neal LevineMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Stephen M. RaymondMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Irving BirnbaumMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Tai Huu PhanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Christopher Dean DearingMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Teresa MickiewiczMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Danny Lee SnodgrassMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Steven James DraperMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Peter Marino ColianniMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ronald Lewis Millar IIIMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Todd Avrom ChalemMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Fatin N. SaidMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jeffrey Bruce SchankermanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daniel Elfred KroutMML Investors Services, LLCMetLife Securities Inc.03-25-2017
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Showing 1 to 25 of 111 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.

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