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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Stephen Leo Hudacek IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley & Co. LLC02-05-2010
Michael Tenny GordonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Robin Lynn ConnellyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
David Andrew BentleyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Randy Allen RiblettMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Patrick F HenryMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Andrew Denby MorseMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Robert Wayne YoderMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
George Steven MinnitiMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Patricia Lee BonsallMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Ilana MargolinMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Anthony J Divalerio Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Kevin David MartzMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Frank Miller StavesMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Thomas Patrick White IVMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Lisa Marie KittnerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Bradley K IngersollMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
David Rogers TeplyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Thomas John KishMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Sean Michael McKeeverMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Steven Robert StinsonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
John BattistaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Regina Louise MetzgerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Stephen Mario BartoliMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Tricia Ann ThomasMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Next Page »

Showing 1 to 25 of 124 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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