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.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Craig Steven McKinleyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Barry Robert Finn IIIMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daniel RushefskyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jayson DecandiaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Camille Antoinette Hernandez-BurtMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Conor John EganMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Elisa Rose PezzollaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Justin Leigh WilliamsonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daniel BallisterMML Investors Services, LLCMetLife Securities Inc.03-25-2017
John P BeninatoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Leon Michael AlmeidaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Tammy KernerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ahmed SourourMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Matthew Ryan EganMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Christopher Mark JustinoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Sean Patrick MalyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jake SurmaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Connor J. IarussiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Bryan TelzerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Kathleen Marie ReillyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Alec C. HardyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Chester Oliver Gordon IVMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Barbara Anne KnudsonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Peter Scott RosengardMML Investors Services, LLCMetLife Securities Inc.03-25-2017
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Showing 151 to 174 of 174 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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