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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ashlie Marie JohnsonMorgan StanleyWells Fargo Clearing Services, LLC$10007-01-2016
Thor Walter AndersonMorgan StanleyWells Fargo Clearing Services, LLC$1307-01-2016
Mark Evan ToumajianMorgan StanleyWells Fargo Clearing Services, LLC$2507-07-2016
Uriah D. WilliamsMorgan StanleyWells Fargo Clearing Services, LLC07-13-2016
Robert Hughes AinslieMorgan StanleyWells Fargo Clearing Services, LLC$5007-15-2016
Robert Brian WeiseMorgan StanleyWells Fargo Clearing Services, LLC$5008-11-2016
Rocki Rance WalkerMorgan StanleyWells Fargo Clearing Services, LLC$13608-26-2016
Eric Matthew WalkerMorgan StanleyWells Fargo Clearing Services, LLC$10008-26-2016
Paul Charles BizjackMorgan StanleyWells Fargo Clearing Services, LLC$5008-26-2016
John Albert Harvey IVMorgan StanleyWells Fargo Clearing Services, LLC08-26-2016
John Philip BizjackMorgan StanleyWells Fargo Clearing Services, LLC08-26-2016
Dale Susan MeltzerMorgan StanleyWells Fargo Clearing Services, LLC$5008-30-2016
Matthew David NewmanMorgan StanleyWells Fargo Clearing Services, LLC$1009-02-2016
Eric KleinerMorgan StanleyWells Fargo Clearing Services, LLC$15009-09-2016
Kirk James CrossenMorgan StanleyWells Fargo Clearing Services, LLC09-16-2016
Michael Engle PeacockMorgan StanleyWells Fargo Clearing Services, LLC$10009-23-2016
Steven Wallace Schmitt, Kyle Douglas YoungMorgan StanleyWells Fargo Clearing Services, LLC$5010-07-2016
Stephanie Deniese ChurchillMorgan StanleyWells Fargo Clearing Services, LLC10-07-2016
David Joseph Stella, Theresa Ann WilliamsMorgan StanleyWells Fargo Clearing Services, LLC$10010-14-2016
Guy Estabrooke Heald III, Guy Estabrooke Heald IV, Ryan Robert Dawson HealdMorgan StanleyWells Fargo Clearing Services, LLC$5010-14-2016
Elliot Evans IchinoseMorgan StanleyWells Fargo Clearing Services, LLC$27512-09-2016
Rodney A. AdderleyMorgan StanleyWells Fargo Clearing Services, LLC$1001-03-2017
Roxanne Mae DanteMorgan StanleyWells Fargo Clearing Services, LLC$10001-06-2017
Richard Scott GrodinMorgan StanleyWells Fargo Clearing Services, LLC$10001-06-2017
Taimur A. BaigMorgan StanleyWells Fargo Clearing Services, LLC01-06-2017
« Previous PageNext Page »

Showing 251 to 275 of 329 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.