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Advisers on the Move - InvestmentNews

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.

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

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron BrasfieldHighTower Securities, LLCMorgan Stanley01-20-2012
Andrew S. ChapmanHighTower Securities, LLCMorgan Stanley$1011-12-2010
Angelo Manzo Jr.HighTower Securities, LLCMorgan Stanley05-01-2014
Barnaby Jason LevinHighTower Securities, LLCMorgan Stanley03-19-2010
Brian Lee HeinHighTower Securities, LLCMorgan Stanley$15001-01-2012
Brian Thomas SzytelHighTower Securities, LLCMorgan Stanley$5004-02-2015
Brooke Muriel LeveyHighTower Securities, LLCMorgan Stanley04-27-2017
Cataldo Anthony MorgiaHighTower Securities, LLCMorgan Stanley$5011-26-2010
Catherine E. CoryHighTower Securities, LLCMorgan Stanley05-02-2014
David Ashley TuckerHighTower Securities, LLCMorgan Stanley08-01-2017
David BrasfieldHighTower Securities, LLCMorgan Stanley$10001-20-2012
David Lyle BahnsenHighTower Securities, LLCMorgan Stanley$10004-02-2015
David Vadim SokolovskyHighTower Securities, LLCMorgan Stanley07-01-2012
Douglas Joseph MessinaHighTower Securities, LLCMorgan Stanley02-01-2010
Eugene M. LernerHighTower Securities, LLCMorgan Stanley$15007-13-2012
Henry E. Crosby Jr.HighTower Securities, LLCMorgan Stanley09-13-2013
Hersh Steve BognerHighTower Securities, LLCMorgan Stanley01-07-2011
Jaimee Lynn FarringtonHighTower Securities, LLCMorgan Stanley$5002-12-2020
James Anthony Pupillo Jr.HighTower Securities, LLCMorgan Stanley$2501-20-2012
James Ellis Day IIIHighTower Securities, LLCMorgan Stanley$2506-24-2016
Jeffrey C. LaguschHighTower Securities, LLCMorgan Stanley08-21-2015
Jeffrey Gaither SullivanHighTower Securities, LLCMorgan Stanley$10002-12-2010
Jeffrey Scott GrinspoonHighTower Securities, LLCMorgan Stanley$5007-08-2011
Joel Jason GuthHighTower Securities, LLCMorgan Stanley05-02-2014
Joel Shawn RandHighTower Securities, LLCMorgan Stanley03-18-2016
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Showing 1 to 25 of 61 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.