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
John Robert BeardMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Daniel Anders UtoftMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Robert Dehaven BushMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Melissa Renee KormanMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Timothy Michael O'DonnellMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Bradley Walter KochMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Johan Lars ErikssonMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Kristin Elizabeth HarperMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Robert Thomas SeestadtMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Jose Luis MarrujoMorgan StanleyMorgan Stanley & Co. Incorporated$2506-01-2009
Thomas Kent DreesMorgan StanleyMorgan Stanley & Co. Incorporated$5006-01-2009
Stephen Earl KruegerMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Michael Robert MartinoMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Fay Marie DebellisMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Richard Jay FromsteinMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Jack Lee ElvestromMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
James William BrennanMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009

Showing 1 to 17 of 17 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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