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
Carolina RestrepoMorgan StanleyOppenheimer & Co. Inc.04-22-2019
Sadys FordMorgan StanleyOppenheimer & Co. Inc.07-01-2016
Fabian H SchmilovichMorgan StanleyOppenheimer & Co. Inc.$10006-10-2016
Oui Seesawat CoulsonMorgan StanleyOppenheimer & Co. Inc.$50002-20-2015
Lorelei PoganyMorgan StanleyOppenheimer & Co. Inc.12-23-2013
Robert SavinoMorgan StanleyOppenheimer & Co. Inc.$50007-17-2013
Michael Bruce RalbyMorgan StanleyOppenheimer & Co. Inc.$15007-01-2013
Gregg Michael GelberMorgan StanleyOppenheimer & Co. Inc.$25007-01-2013
William Richard AtkinsonMorgan StanleyOppenheimer & Co. Inc.03-11-2013
Michael HerzbergMorgan StanleyOppenheimer & Co. Inc.$10001-31-2013
Fredrik Magnus VirginMorgan StanleyOppenheimer & Co. Inc.$50001-31-2013
Amanda Sabitoni BurnettMorgan StanleyOppenheimer & Co. Inc.$50008-01-2012
Lawrence Jay KalishMorgan StanleyOppenheimer & Co. Inc.$10006-15-2012
Gabriela M MaschmannMorgan StanleyOppenheimer & Co. Inc.04-12-2012
Lawrence M SchnurmacherMorgan StanleyOppenheimer & Co. Inc.$10006-30-2011
Andrew Bain RogersMorgan StanleyOppenheimer & Co. Inc.$10010-19-2010
George Deveras YaoMorgan StanleyOppenheimer & Co. Inc.10-19-2010
Carla Marie WeidmanMorgan StanleyOppenheimer & Co. Inc.08-16-2010
David Leslie PinesMorgan StanleyOppenheimer & Co. Inc.07-30-2010
John Paul TaddonioMorgan StanleyOppenheimer & Co. Inc.$50006-11-2010
Lawrence Scott MillerMorgan StanleyOppenheimer & Co. Inc.$15003-16-2010
Lee James ChimerakisMorgan StanleyOppenheimer & Co. Inc.$10010-01-2009
Robert Bryan BeasleyMorgan StanleyOppenheimer & Co. Inc.10-01-2009

Showing 1 to 23 of 23 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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