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
Stephen Kepchar Jr.Morgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Omar I. ChathaMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Donald Alexander NowakMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Eric Michael TheoretMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Michael Ward AndersonMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
John F. Lamberson IIIMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Mark GoldbergMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
John Michael UrdaMorgan StanleyMorgan Stanley & Co. Incorporated$5006-01-2009
James Francis MeyersMorgan StanleyMorgan Stanley & Co. Incorporated$5006-01-2009
John Michael HolleranMorgan StanleyMorgan Stanley & Co. Incorporated$5006-01-2009
Allen Alex MargolinMorgan StanleyMorgan Stanley & Co. Incorporated$2506-01-2009
David Hershel MaharamMorgan StanleyMorgan Stanley & Co. Incorporated$2506-01-2009
Robert S. SchamisMorgan StanleyMorgan Stanley & Co. Incorporated$2506-01-2009
David C. BartoliMorgan StanleyMorgan Stanley & Co. Incorporated$2506-01-2009
Joseph James MolineroMorgan StanleyMorgan Stanley & Co. Incorporated$1006-01-2009
William Bradford White Jr.Morgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Darren Troy MorningstarMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
David William Groetsch Jr.Morgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Douglas Cheston BerlinMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Thomas John O'Rourke Jr.Morgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Derek Page HerringtonMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Richard Kevin CorcoranMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Joshua P. DopirakMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Michael Patrick ComberMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Bradley Tucker BackusMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Next Page »

Showing 1 to 25 of 30 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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