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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brandon Lee Edmondson Jr.Morgan StanleyWells Fargo Clearing Services, LLC$2505-22-2009
David Joseph SchnallMorgan StanleyWells Fargo Clearing Services, LLC06-08-2009
Robert Douglas EigenMorgan StanleyWells Fargo Clearing Services, LLC12-18-2009
Andrew Thomas WebbMorgan StanleyWells Fargo Clearing Services, LLC$2504-12-2010
Jorge M OliveiraMorgan StanleyWells Fargo Clearing Services, LLC$1004-19-2010
Beth Dedrick LawlorMorgan StanleyWells Fargo Clearing Services, LLC05-03-2010
Francisco Javier VacaMorgan StanleyWells Fargo Clearing Services, LLC05-14-2010
Scott Ryan GreensponMorgan StanleyWells Fargo Clearing Services, LLC06-28-2010
Michele Kaplan FineMorgan StanleyWells Fargo Clearing Services, LLC08-16-2010
Frank Michael LavianoMorgan StanleyWells Fargo Clearing Services, LLC09-08-2010
Ian Keith DietzMorgan StanleyWells Fargo Clearing Services, LLC09-10-2010
Howard Lee HorowitzMorgan StanleyWells Fargo Clearing Services, LLC09-10-2010
John V VillaniMorgan StanleyWells Fargo Clearing Services, LLC$2510-22-2010
Francisabel MedinaMorgan StanleyWells Fargo Clearing Services, LLC02-04-2011
Benton Joel SeltzerMorgan StanleyWells Fargo Clearing Services, LLC05-02-2011
John Robert SavareseMorgan StanleyWells Fargo Clearing Services, LLC05-02-2011
Tatiana De Morais PinhoMorgan StanleyWells Fargo Clearing Services, LLC05-02-2011
Michael PiccoloMorgan StanleyWells Fargo Clearing Services, LLC05-20-2011
Richard Thomas McDonaghMorgan StanleyWells Fargo Clearing Services, LLC08-01-2011
Robert Lewis DeerMorgan StanleyWells Fargo Clearing Services, LLC$2509-16-2011
David Edward KraussMorgan StanleyWells Fargo Clearing Services, LLC$1002-24-2012
Steven Howard FoxMorgan StanleyWells Fargo Clearing Services, LLC$5005-25-2012
William Eugene SchickMorgan StanleyWells Fargo Clearing Services, LLC$10006-01-2012
Paul Gregory DerrickMorgan StanleyWells Fargo Clearing Services, LLC$2506-01-2012
Donald Francis Eurillo IIMorgan StanleyWells Fargo Clearing Services, LLC$15006-01-2012
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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.