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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
James John Solano Jr.Morgan StanleyStifel, Nicolaus & Company, Incorporated08-17-2017
Benjamin DonathenMorgan StanleyStifel, Nicolaus & Company, Incorporated08-17-2017
Deborra Lee BarbeeMorgan StanleyStifel, Nicolaus & Company, Incorporated05-12-2017
Mark Anton LuningMorgan StanleyStifel, Nicolaus & Company, Incorporated03-21-2017
Alvin David VermutMorgan StanleyStifel, Nicolaus & Company, Incorporated10-27-2016
Hayes Griffin MillerMorgan StanleyStifel, Nicolaus & Company, Incorporated09-01-2016
Joshua Blake MurphyMorgan StanleyStifel, Nicolaus & Company, Incorporated07-16-2016
Amanda Christine WilsonMorgan StanleyStifel, Nicolaus & Company, Incorporated05-16-2016
John Parker Wilson Jr.Morgan StanleyStifel, Nicolaus & Company, Incorporated03-04-2016
Jesse Alexander WeinerMorgan StanleyStifel, Nicolaus & Company, Incorporated02-02-2016
James M. MercurioMorgan StanleyStifel, Nicolaus & Company, Incorporated01-26-2016
Kai Wen TanMorgan StanleyStifel, Nicolaus & Company, Incorporated12-12-2014
Maria Claret GarciaMorgan StanleyStifel, Nicolaus & Company, Incorporated01-24-2014
Richard A. LinnihanMorgan StanleyStifel, Nicolaus & Company, Incorporated07-01-2013
Rebecca Jane GordonMorgan StanleyStifel, Nicolaus & Company, Incorporated05-03-2013
Maria R GonzalesMorgan StanleyStifel, Nicolaus & Company, Incorporated04-04-2013
Lacinda B RojasMorgan StanleyStifel, Nicolaus & Company, Incorporated03-07-2013
Ferric J CollonsMorgan StanleyStifel, Nicolaus & Company, Incorporated02-13-2012
Mary Josephine DanielsMorgan StanleyStifel, Nicolaus & Company, Incorporated11-04-2011
Anthony Vincent FerroneMorgan StanleyStifel, Nicolaus & Company, Incorporated07-08-2011
Rodney Rex RehfeldMorgan StanleyStifel, Nicolaus & Company, Incorporated05-31-2011
Steven Warren LeaseMorgan StanleyStifel, Nicolaus & Company, Incorporated11-16-2010
Karla Renee BoundsMorgan StanleyStifel, Nicolaus & Company, Incorporated06-11-2010
Michael David SejkaMorgan StanleyStifel, Nicolaus & Company, Incorporated01-14-2010
Ron Witter Morgan StanleyStifel, Nicolaus & Company, Incorporated$4908-29-2019
Next Page »

Showing 1 to 25 of 73 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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