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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abraham ChehebarMorgan StanleyUBS Financial Services Inc.03-31-2016
Adam D. PiattMorgan StanleyUBS Financial Services Inc.$10004-29-2015
Agnes Yadira AponteMorgan StanleyUBS Financial Services Inc.02-04-2013
Ajdal Astor AstarabadiMorgan StanleyUBS Financial Services Inc.$15008-20-2012
Ana Catalina SmalleyMorgan StanleyUBS Financial Services Inc.05-28-2019
Arturo LopezMorgan StanleyUBS Financial Services Inc.06-03-2013
Arturo Perret-GentilMorgan StanleyUBS Financial Services Inc.$10706-10-2011
Barry J. KleinMorgan StanleyUBS Financial Services Inc.$15010-14-2011
Blake Adam RidenourMorgan StanleyUBS Financial Services Inc.$10001-08-2010
Bryant Elliot WrightMorgan StanleyUBS Financial Services Inc.12-12-2011
Carlos Eduardo StolkMorgan StanleyUBS Financial Services Inc.$50001-15-2010
Carlos Francisco Van MaanenMorgan StanleyUBS Financial Services Inc.$10001-15-2010
Carolina ThompsonMorgan StanleyUBS Financial Services Inc.12-06-2019
Charles F HoffmanMorgan StanleyUBS Financial Services Inc.$25012-04-2009
Claudia Maria Chaves HartmanMorgan StanleyUBS Financial Services Inc.07-29-2016
Cristian N. GamarraMorgan StanleyUBS Financial Services Inc.09-03-2015
Daniel J DunniganMorgan StanleyUBS Financial Services Inc.$50012-04-2009
Daniel L. ValenteMorgan StanleyUBS Financial Services Inc.$25005-11-2017
David Andrew HatzMorgan StanleyUBS Financial Services Inc.$50003-29-2019
David BeharMorgan StanleyUBS Financial Services Inc.$15003-21-2014
Dawn Mcphail KellerMorgan StanleyUBS Financial Services Inc.04-01-2015
Diana EgudinMorgan StanleyUBS Financial Services Inc.11-26-2010
Doron A RachmanMorgan StanleyUBS Financial Services Inc.02-17-2012
Edoardo RibettiMorgan StanleyUBS Financial Services Inc.$25008-09-2013
Ellen Michaeloff KlersfeldMorgan StanleyUBS Financial Services Inc.$10006-28-2012
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Showing 1 to 25 of 79 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.