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 |
|---|---|---|---|---|
| Jason Ayres Kiehl | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Clyde Morgan Chandler | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Martin Rene Laukoter | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Justin James Martys | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Tam Tran-Minh | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Manfred Christian Wagner | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Adam Rolfe Jensen | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| John Michael Tangstrom | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Dustin Andrew Watkins | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Haig Arakelian | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Quoc Vinh Lieu | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Shu-Fuan Mendy Chung-Nguyen | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Brad Christian Stieben | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Joshua S. O'Donoghue | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Alicia Lynn Fitzsimmons | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Monica Mary Biskup | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| John P. Van Wagenen | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Micah Alan Johnson | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Daniella Desiree Diaz-Partenach | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Eric Thomas Bezanson | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Derek Cunningham | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Jason Robert Edwards | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Veronica Marie Schreiver | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Joseph Patrick Hanley | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
| Ali Pourfar | Fidelity Personal and Workplace Advisors | Strategic Advisers LLC | — | 07-13-2018 |
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.
