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
Jeffrey Ryan ThompsonMorgan StanleyNew England Securities$10012-19-2014
David Alan BossovMorgan StanleyNew England Securities05-30-2014
Jacob Brian JaacksMorgan StanleyNew England Securities05-01-2014
Jenny LeeMorgan StanleyNew England Securities02-06-2014
Christopher J SlavenMorgan StanleyNew England Securities02-04-2014
Emily Olson PatteeMorgan StanleyNew England Securities01-03-2014
Joanne Meredith YanogacioMorgan StanleyNew England Securities$10006-19-2013
Kory Michael LenzMorgan StanleyNew England Securities05-21-2013
Anthony Michael SangrigoliMorgan StanleyNew England Securities$25004-25-2013
Margaret Saigh FisherMorgan StanleyNew England Securities12-06-2012
Robert Fabian Farrell IIMorgan StanleyNew England Securities11-05-2012
William Walter AlmondMorgan StanleyNew England Securities12-15-2011
Robert J IrvingMorgan StanleyNew England Securities$10009-30-2011
Edward Ray DegreeMorgan StanleyNew England Securities05-04-2011
Michael Francis Laporta Jr.Morgan StanleyNew England Securities$15003-16-2011
Matthew Todd FlynnMorgan StanleyNew England Securities02-11-2011
Patrick Joseph Ruane IIMorgan StanleyNew England Securities11-15-2010
Martin Joseph GannonMorgan StanleyNew England Securities05-12-2010

Showing 1 to 18 of 18 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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