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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Melissa HamiltonJanney Montgomery Scott LLCMorgan Stanley12-05-2019
David Patrick TudiJanney Montgomery Scott LLCMorgan Stanley11-01-2019
Rishi D. AnandJanney Montgomery Scott LLCMorgan Stanley08-19-2019
Danielle Renee MajorJanney Montgomery Scott LLCMorgan Stanley06-24-2019
Cody R. DemmelJanney Montgomery Scott LLCMorgan Stanley06-07-2019
Leia M. MattsonJanney Montgomery Scott LLCMorgan Stanley11-13-2018
Jeffrey Wayne MyersJanney Montgomery Scott LLCMorgan Stanley07-16-2018
Alexandros S VlahosJanney Montgomery Scott LLCMorgan Stanley02-01-2018
Kimberly Ann HarrisJanney Montgomery Scott LLCMorgan Stanley01-02-2018
Nancy J CarmeanJanney Montgomery Scott LLCMorgan Stanley11-06-2017
Daniel David TidwellJanney Montgomery Scott LLCMorgan Stanley11-02-2017
Shane Francis ObrienJanney Montgomery Scott LLCMorgan Stanley05-16-2017
Scott Ryan GreensponJanney Montgomery Scott LLCMorgan Stanley09-19-2016
Elizabeth Diana PeperJanney Montgomery Scott LLCMorgan Stanley05-23-2016
Michael Dwight PorterJanney Montgomery Scott LLCMorgan Stanley03-31-2016
Ann Ashley W. WilandJanney Montgomery Scott LLCMorgan Stanley11-02-2015
Deborah Susan SmithJanney Montgomery Scott LLCMorgan Stanley05-13-2015
David Aaron SeigermanJanney Montgomery Scott LLCMorgan Stanley07-08-2013
Colin Davis CissneJanney Montgomery Scott LLCMorgan Stanley06-18-2013
Elizabeth Cecchine MillerJanney Montgomery Scott LLCMorgan Stanley05-30-2013
Ellen Ginder FineJanney Montgomery Scott LLCMorgan Stanley04-18-2013
Jonathan Mark FairbanksJanney Montgomery Scott LLCMorgan Stanley04-04-2013
Geoffery Keith ForsythJanney Montgomery Scott LLCMorgan Stanley09-27-2012
Andrew Charles CarnevaleJanney Montgomery Scott LLCMorgan Stanley06-18-2012
Robert Morgan PurvisJanney Montgomery Scott LLCMorgan Stanley03-16-2012
Next Page »

Showing 1 to 25 of 108 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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