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
Mark Philip SimonMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Joseph Michael MillerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Daryl Scott DevorkinMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Margaret Mary HansenMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Eric Wayne OlesonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Constance Ann CarmonyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Gary Joseph Wesa Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Daniel James GeiglerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Chad Steven KlaubaufMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Edward James WardMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Dennis John SkrypchakMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Randall Jerome YoungMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Michael John GoldammerMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Richard Frank Sturtevant Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Deborah M AlbrightMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Joel Donald BogenschuetzMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
John W DemetropoulosMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
David John LehrerMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
James PezzinoMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Leigh Ann ThernMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Cynthia Susan WittMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Graham Victor FuguittMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Chad Dennis GruettMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
David Michael VerkuilenMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Keith Arthur RobelMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Next Page »

Showing 1 to 25 of 58 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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