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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bret Woodward BohoskeyMorgan StanleyRBC Capital Markets, LLC$10008-10-2018
Kyle Warren TownsendMorgan StanleyRBC Capital Markets, LLC07-20-2018
Ryan James BirgeMorgan StanleyRBC Capital Markets, LLC08-31-2017
Abby Wolman McElroyMorgan StanleyRBC Capital Markets, LLC$10008-30-2017
Regis Francis LarkinMorgan StanleyRBC Capital Markets, LLC$5007-21-2017
Susan Marie SykesMorgan StanleyRBC Capital Markets, LLC$5003-10-2017
Thomas Justin CarusoMorgan StanleyRBC Capital Markets, LLC$10001-27-2017
Lauren Michelle BoulwareMorgan StanleyRBC Capital Markets, LLC$10012-14-2016
Susan Lynne YedlickaMorgan StanleyRBC Capital Markets, LLC12-14-2016
Robert Karl EmpleMorgan StanleyRBC Capital Markets, LLC$5008-18-2016
Evan Scott MalikMorgan StanleyRBC Capital Markets, LLC$15007-28-2016
Mark Douglas Panfil, Aldo LozanoMorgan StanleyRBC Capital Markets, LLC$15003-22-2016
Alan Ahmet AtamerMorgan StanleyRBC Capital Markets, LLC03-04-2016
Mary Ann SalsberryMorgan StanleyRBC Capital Markets, LLC$2511-06-2015
Mohammad Masud AkbarMorgan StanleyRBC Capital Markets, LLC$5005-12-2015
Ruben Dario LesmesMorgan StanleyRBC Capital Markets, LLC05-01-2015
Matias ValdesMorgan StanleyRBC Capital Markets, LLC04-30-2015
Albert Louis Fierro Jr.Morgan StanleyRBC Capital Markets, LLC$15004-07-2015
Estrella ElbazMorgan StanleyRBC Capital Markets, LLC03-27-2015
Claudio Costa Martins SimoesMorgan StanleyRBC Capital Markets, LLC01-30-2015
Rodrigo Novo De OliveiraMorgan StanleyRBC Capital Markets, LLC01-30-2015
Jose EderyMorgan StanleyRBC Capital Markets, LLC01-23-2015
Eduardo Isaac BrenderMorgan StanleyRBC Capital Markets, LLC01-21-2015
Lori Ann MonacoMorgan StanleyRBC Capital Markets, LLC$10001-15-2015
Jorge Fabian WabnikMorgan StanleyRBC Capital Markets, LLC01-15-2015
Next Page »

Showing 1 to 25 of 76 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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