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
Adam C. MorganAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-03-2014
Adam John DeutschAmerican Portfolios Financial Services, Inc.Mutual of America Life Insurance Company$15005-01-2019
Adam Michael MarkAmerican Portfolios Financial Services, Inc.Long Grove Trading Co.09-28-2009
Alan David KahnAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC$2502-18-2014
Alexander ZingerAmerican Portfolios Financial Services, Inc.Independent Financial Group, LLC12-20-2018
Anthony L. SimonettiAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$1010-24-2014
Anubhav MullickAmerican Portfolios Financial Services, Inc.Cetera Advisors LLC05-17-2019
Brendan Kernkamp LeaveyAmerican Portfolios Financial Services, Inc.Janney Montgomery Scott LLC$5007-24-2009
Brian James ProvostAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC12-10-2010
Brian Keith RicklesAmerican Portfolios Financial Services, Inc.FSC Securities Corporation$2508-23-2011
Carmine Joseph PassanteAmerican Portfolios Financial Services, Inc.Legend Equities Corporation08-15-2016
Christopher James WolfeAmerican Portfolios Financial Services, Inc.Park Avenue Securities LLC04-28-2017
Christopher MuratoriAmerican Portfolios Financial Services, Inc.Mutual Service Corporation08-25-2009
Christopher Thomas GillonAmerican Portfolios Financial Services, Inc.Sandgrain Securities LLC02-24-2012
Daniel Lawrence PolanskyAmerican Portfolios Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00003-02-2018
Daniel Stephen DipaolaAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$5010-03-2014
Daniel Steven Williams Jr.American Portfolios Financial Services, Inc.MetLife Securities Inc.06-20-2016
David Mark FullmanAmerican Portfolios Financial Services, Inc.Rogo Capital Llc01-03-2011
David Michael Pulcini Jr.American Portfolios Financial Services, Inc.AXA Advisors, LLC08-17-2018
Derek RussellAmerican Portfolios Financial Services, Inc.Hornor, Townsend & Kent, LLC$10002-09-2018
Dirk Allen OldsAmerican Portfolios Financial Services, Inc.NYLIFE Securities LLC01-06-2014
Donald Joseph Savino Jr.American Portfolios Financial Services, Inc.Private Advisor Group, LLC$1004-27-2017
Edward Mccarthy DooneyAmerican Portfolios Financial Services, Inc.INVEST Financial Corporation12-12-2013
Ely SteinfeldAmerican Portfolios Financial Services, Inc.Penn Plaza Brokerage, Ltd.09-04-2009
Evan Joshua LevyAmerican Portfolios Financial Services, Inc.Morgan Stanley06-05-2019
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Showing 1 to 25 of 92 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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