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
Samuel Andrew SestoMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Stephen Joseph FeltMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Randall Ray MerrittMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
James Howard PattersonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Robert Francis TownsendMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Lynne Maria KytleMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Richard Scott DorfmanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Thomas Mcculloch StruttMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Joseph Philip RakowskiMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Charles Henry RielandMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Wilson Winant YaleMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Edward Joseph HaleyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Jesse Blount IIIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Thomas Michael FeeneyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Gideon L YoungMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William Alan FraserMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Joseph J DuganMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Jayne Ward MillsMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Michael Allan KnealeMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Stephen Alan ShermanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Daryl Scott DevorkinMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Kent Alan AkinsMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
David Randall FreemanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Drew Martin ReinhardtMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Gerald Gary PerschMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
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Showing 126 to 150 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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