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
Geoff Scott ShragerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Douglas Ellwood WoolleyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Guy Steven BrennerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Peter D TikalskyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Arthur Jay PodnosMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Nancy Marie TolliMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian MaileyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Jolyon Harvey GissellMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Porter JacksonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Daniel Vincent MonahanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Eric Wayne OlesonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Greg A. ToddMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Richard John MohrMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Barbara Jeane ZechMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Kathleen Ann FitzgeraldMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Nersi BoussinaMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William Armand Bastien Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Raphael BetanzosMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Emily Elizabeth BachMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Barry Edwin HorneMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Constance Ann CarmonyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Curt Aaron BlikMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Jim Allan LoleitMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Albie Booth VolleroMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Fredrik Hans AnderssonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
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Showing 201 to 225 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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