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.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Lloyd ShereskyRBC Capital Markets, LLCMorgan Stanley05-14-2020
Jeffrey Christopher SamsenRBC Capital Markets, LLCMorgan Stanley$15005-14-2020
Adrienne Diane HartRBC Capital Markets, LLCMorgan Stanley03-30-2020
Dennis Carl LambertRBC Capital Markets, LLCMorgan Stanley03-13-2020
Ruth Boyer WhitlockRBC Capital Markets, LLCMorgan Stanley03-13-2020
Lindsay Sarah LambertRBC Capital Markets, LLCMorgan Stanley03-13-2020
Samuel B. DrakeRBC Capital Markets, LLCMorgan Stanley01-16-2020
Erica Leigh CummingsRBC Capital Markets, LLCMorgan Stanley$15001-09-2020
Lynne Marie StellaRBC Capital Markets, LLCMorgan Stanley$15001-09-2020
Stephanie Lee LattaRBC Capital Markets, LLCMorgan Stanley$10001-07-2020
Daniel Brian MaudeRBC Capital Markets, LLCMorgan Stanley01-07-2020
Scott Edward MooreRBC Capital Markets, LLCMorgan Stanley$10009-10-2019
Donald Jay MetterRBC Capital Markets, LLCMorgan Stanley08-22-2019
Jeffrey Dell RedfordRBC Capital Markets, LLCMorgan Stanley07-15-2019
Kevin Len CliftRBC Capital Markets, LLCMorgan Stanley$25006-14-2019
Matthew Douglas SheldahlRBC Capital Markets, LLCMorgan Stanley06-14-2019
Kyle Frederick CliftRBC Capital Markets, LLCMorgan Stanley06-14-2019
Matthew Manning IIRBC Capital Markets, LLCMorgan Stanley$5005-29-2019
Benjamin Frank JoelRBC Capital Markets, LLCMorgan Stanley$5005-24-2019
Randall Dean HartleyRBC Capital Markets, LLCMorgan Stanley05-16-2019
Andrea Peck RossRBC Capital Markets, LLCMorgan Stanley05-15-2019
Michael Francis ByrneRBC Capital Markets, LLCMorgan Stanley04-17-2019
Paul G. GiglioRBC Capital Markets, LLCMorgan Stanley$5003-22-2019
Samuel Matthew Difiore Jr.RBC Capital Markets, LLCMorgan Stanley$10003-22-2019
Marc Timothy Pasquariello-WilliamsRBC Capital Markets, LLCMorgan Stanley03-06-2019
Next Page »

Showing 1 to 25 of 312 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13

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.