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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Jordan FreedmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-29-2012
Adam G LipskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-12-2011
Adam J SchwartzMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-01-2013
Adam Jason SchurMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-13-2017
Adam Scott KaplanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-19-2017
Addison Michael ShermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-03-2013
Akira KidoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-24-2011
Albert D'AmicoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-08-2020
Albert Michael MuradMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$2502-25-2011
Alexander James BussengerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-17-2016
Alice Beth Leopold-BenintendiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$10004-21-2011
Allen Phelps LovejoyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$10006-30-2011
Amadi R NzeMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-07-2010
Andrea Laine AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-12-2014
Angelo MamoneMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-03-2013
Anthony B. ShropshireMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1006-16-2011
Anthony Dane QuattrochiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-02-2015
Anthony Dominick PaoloMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-15-2011
Anthony M TringaliMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15001-13-2012
Arnold Jeffrey LederkramerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15009-23-2016
Arthur Blake ShermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-26-2010
Arthur George AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-02-2020
Beth Dedrick LawlorMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-06-2013
Brad Roger NettuneMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5009-04-2015
Brandon Matthew SobelMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5010-14-2016
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Showing 1 to 25 of 243 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.