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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Carlyle MarckmannMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Christopher Aidan ToomeyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Maria Catherine BrahamMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Steven Harry CaltabianoMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Peter Grimm LeaseMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Joseph MonisMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William John Murphy IIIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian Scott EagonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
David R FooteMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Clay Wilson ButtreyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Timothy M. JerniganMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Danielle Verdun NicolettiMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Tracy Long BirdMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Hillel Montram JaffeMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William Michael DixonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Andrew Benedict Carroll Sr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Daniel James GeiglerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian Alexander LindsayMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Michael Patrick MoninMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Bayard T Demallie IIIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian Neil LawrenceMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Paul Anthony KinnalyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John F Wood Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Adam Scott KendallMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Catherine Lefferts CookeMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
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Showing 301 to 325 of 2,930 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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