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
Belma Chase CagerAXA Advisors, LLCMorgan Stanley04-19-2012
Benjamin Adam FelicelliAXA Advisors, LLCMorgan Stanley10-26-2009
Benjamin P ManleyAXA Advisors, LLCMorgan Stanley08-21-2013
Blair Lawton MartinAXA Advisors, LLCMorgan Stanley$50012-04-2009
Bradley A. BurkeAXA Advisors, LLCMorgan Stanley10-02-2014
Bruce K. MalmedAXA Advisors, LLCMorgan Stanley02-21-2013
Cameron Gregg SomersAXA Advisors, LLCMorgan Stanley11-02-2017
Christopher M. VollmerAXA Advisors, LLCMorgan Stanley07-31-2015
Colleen Mcguire TremblayAXA Advisors, LLCMorgan Stanley01-14-2014
Daniel Atchley LandisAXA Advisors, LLCMorgan Stanley03-21-2016
David Lee BakerAXA Advisors, LLCMorgan Stanley$10010-21-2009
David Thomas CarsonAXA Advisors, LLCMorgan Stanley06-12-2013
Gregory Paul SmithAXA Advisors, LLCMorgan Stanley04-07-2018
James Cooper Waddell IIIAXA Advisors, LLCMorgan Stanley11-22-2011
James David VasquezAXA Advisors, LLCMorgan Stanley11-09-2018
James Henry GallegosAXA Advisors, LLCMorgan Stanley$10003-28-2017
Jeffrey Thomas KarlAXA Advisors, LLCMorgan Stanley$50010-11-2011
Joe M. BrummelAXA Advisors, LLCMorgan Stanley07-17-2014
Justin James ScheeffAXA Advisors, LLCMorgan Stanley06-15-2011
Kavon A MoradiAXA Advisors, LLCMorgan Stanley08-26-2011
Kevin Bradly BuschAXA Advisors, LLCMorgan Stanley$10006-12-2013
Kurt VolkerAXA Advisors, LLCMorgan Stanley11-20-2018
Matthew Robert SpeedyAXA Advisors, LLCMorgan Stanley$25010-26-2009
Michael Lawrence DelisoAXA Advisors, LLCMorgan Stanley03-01-2019
Morgan D. KeilAXA Advisors, LLCMorgan Stanley$25009-20-2012
Next Page »

Showing 1 to 25 of 32 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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