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
Karen Ann CroviczMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Richard Lloyd GoldmanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Dominic Anthony CellittiMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Chris Shawn BayouthMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Sherri Lynn OmdahlMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Donald Stephen DelahuntMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Timothy Stephen HesterMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Emerson Morrison IVMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Rodney Alan ChangMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Norman Wesley FincherMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Vincent MahoneyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Louis Elton FeinbergMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Ron Joseph MonisMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John A. Sichenze IIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
James Robert HarrisMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Macie Ann StrattonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Tracy Ann ShortMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Eric Murray HershMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Todd Harrington WetzelMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Glendon Herrick PomeroyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Cillian Seamas O'BradaighMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Maria Madeline NicholasMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Thomas Atticus Norris IIIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Douglas Benson CochranMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Charles Laskey Minter Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
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Showing 176 to 200 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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