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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew M CraigUBS Financial Services Inc.Morgan Stanley & Co. LLC$10001-16-2009
Andrew Marc DeckMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Andrew Merrell ParkerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Andrew Monty CunninghamMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Andrew Parris YoungMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Andrew Scott ObermanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Andrew Teiichi NomuraMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Andrew Todd SilvermanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Andrew Watkins LivesayMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Andy P. ChenMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Angela Michelle CaffeyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Ann TuMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Anna McKinnonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Anne Yaye Nishiura-SetoMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Annmarie C DamicoMorgan StanleyMorgan Stanley & Co. LLC05-01-2014
Anny Cho-Fang ShenMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Anthony Angelo Picozzi Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Anthony C BakerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Anthony C. McGrawMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Anthony Charles Forte Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Anthony David ChuckMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Anthony DepalmaUBS Financial Services Inc.Morgan Stanley & Co. LLC$15001-09-2009
Anthony Dominic PolimeniMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Anthony George DelisMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Anthony J Divalerio Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
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Showing 76 to 100 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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