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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Derell HudsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-01-2019
Aaron Jordan FreedmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-29-2012
Aaron Joseph SiskMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-10-2010
Aaron Mcmichael BriggsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-28-2014
Aaron Robert HagwoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5005-01-2015
Abtin ZarrabiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5008-09-2013
Adam Anthony VannMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1011-07-2011
Adam G LipskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-12-2011
Adam J SchwartzMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-01-2013
Adam James SearleMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-31-2013
Adam Jason RosenfeldMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-30-2011
Adam Jason SchurMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-13-2017
Adam Joseph SureauMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-04-2010
Adam M. JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-08-2017
Adam Scott KaplanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-19-2017
Addison Michael ShermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-03-2013
Aderon Alan NapierMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-18-2011
Aditya Varma KalidindiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-27-2015
Adrian Padua ConcepcionMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1010-01-2010
Adriana DemianewMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-31-2012
Agnes Yadira AponteMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-01-2014
Akira KidoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-24-2011
Alan H KrasnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1011-12-2010
Alan Howard BluesteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$9505-15-2017
Alan Irwin CohenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-26-2017
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Showing 1 to 25 of 1,701 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.