Advisers on the Move TEST

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.

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Wayne WilliamsM&T Securities, Inc.Santander Securities LLC03-04-2019
Anna Faye SpartzM&T Securities, Inc.Santander Securities LLC06-21-2018
Paul LandyM&T Securities, Inc.Santander Securities LLC10-06-2017
Alan Barry KrichmanM&T Securities, Inc.Santander Securities LLC05-09-2017
Meera SinghM&T Securities, Inc.Santander Securities LLC01-11-2017
Filipe ChavesM&T Securities, Inc.Santander Securities LLC12-22-2016
Walter S Olszewski Jr.M&T Securities, Inc.Santander Securities LLC10-27-2016
Donatello Dario BollettinoM&T Securities, Inc.Santander Securities LLC08-04-2016
Alfred Joseph Natale Jr.M&T Securities, Inc.Santander Securities LLC05-12-2016
Marc Anthony FotiM&T Securities, Inc.Santander Securities LLC05-11-2016
David RothbergM&T Securities, Inc.Santander Securities LLC02-10-2016
Gregory Jay JacksonM&T Securities, Inc.Santander Securities LLC09-03-2015
Eric Leslie BloomM&T Securities, Inc.Santander Securities LLC08-14-2014
Michael Thomas FarquharsonM&T Securities, Inc.Santander Securities LLC04-01-2013

Showing 1 to 14 of 14 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.