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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam PersilyRobert W. Baird & Co. IncorporatedMorgan Stanley & Co. Incorporated$10001-30-2009
Afick ShararMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Alexander YuMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Allison Brooke BrillMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Anna Laura DiazMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Anthony C. JonesMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Anthony John MaddelinaMorgan StanleyMorgan Stanley & Co. Incorporated$1006-01-2009
Bernard A MachlovitchMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Bret Alan ClevelandMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Brian Dean WongMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Bruce Alan BlockleyMorgan StanleyMorgan Stanley & Co. Incorporated$5006-01-2009
Christine YuMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Chrystal Amber SwopeMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Claudio EnriquezMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Daniel Aaron PlotinskyMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Daniel John SoaresMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Daniel Scott HaskardMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Darren Andrew WaldMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
David Ross CarterMorgan StanleyMorgan Stanley & Co. Incorporated$1006-01-2009
Dax Richard FletcherMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Drew John ZagerMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Edgar Shelton BurkeMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Edwin Locksley StantonMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Elana Y. GinsburgMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Eric William JohnsonMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Next Page »

Showing 1 to 25 of 84 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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