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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Carol L Buchman-KrutianskyCetera Advisor Networks LLCWalnut Street Securities, Inc.$20009-03-2013
Daniel Bernard MayerCetera Advisor Networks LLCWalnut Street Securities, Inc.$15009-03-2013
Edward Kramer Dare IIICetera Advisor Networks LLCWalnut Street Securities, Inc.$15009-03-2013
Marilyn Cannata StefansCetera Advisor Networks LLCWalnut Street Securities, Inc.$15009-03-2013
Todd Richard KidderCetera Advisor Networks LLCWalnut Street Securities, Inc.$15009-03-2013
Dale Wayne YoungCetera Advisor Networks LLCWalnut Street Securities, Inc.$15009-03-2013
David Oliver CashdollarCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Charles Sanford KaufmanCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Valerie Orzeck FriedmanCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Collier Brent NussbaumerCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Steven Vincent SteinkirchnerCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Barry Paul DebanyCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Stephen LevineCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Robbi Jill YoungCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Steven Douglas BlairCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Gerard Joseph NorrisCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Harlan Jay FischerCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Randy Thomas HooverCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
Kathleen Louise StricklerCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
Benyamin LipschitzCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
John Mark HellmuthCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
Francis Xavier Fauble IICetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
Charles William FrostCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
Carl Michael FerrazzaCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
Jeffrey KatzCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
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Showing 1 to 25 of 210 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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