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
Georgia Maria ChristodoulouMML Investors Services, LLCMetLife Securities Inc.03-25-2017
William Joseph Egan IIIMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Edward Jacob KulikMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Bruce Lawrence BickarMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ralph DenteMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Brian Joseph BuckleyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael J PelliccioMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ronald Alan GrisleyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Richard Ashleigh FortuneMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Steven Gerald KarlikMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Stephen Kent StempleMML Investors Services, LLCMetLife Securities Inc.03-25-2017
John Charles MilackiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Nathan GoldwasserMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Clifford James RobinsonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Kevin M BarryMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Nancy Light ClementeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Francis Joseph RudisillMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Melanie Kopka DahlMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Charles Joseph Linfante Jr.MML Investors Services, LLCMetLife Securities Inc.03-25-2017
Thomas John WieczerakMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Robert ErrichettiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Wayne SumiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Neera Natasha JaspalMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Annmarie MillerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Vanoy Nelson Jr.MML Investors Services, LLCMetLife Securities Inc.03-25-2017
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Showing 1 to 25 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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