Advisers on the Move TEST

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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gonzalo CanelasBolton Global CapitalMorgan Stanley03-05-2020
Bernardo VillanuevaBolton Global CapitalUBS Financial Services Inc.02-04-2020
Randall Lew CarusoBolton Global CapitalMorgan Stanley$5011-01-2019
Michel PalacciBolton Global CapitalMorgan Stanley$5006-03-2019
Fabio Jose Joaquim SantosBolton Global CapitalMorgan Stanley04-29-2019
Daniel GellerBolton Global CapitalMorgan Stanley$2504-26-2019
Marco OreamunoBolton Global CapitalMorgan Stanley$5001-23-2019
Michael William O'ShaughnessyBolton Global CapitalRaymond James Financial Services, Inc.$5011-07-2018
Pablo Leonardo JimenezBolton Global CapitalRaymond James Financial Services, Inc.11-07-2018
Joao Paulo ViscardoBolton Global CapitalRaymond James Financial Services, Inc.10-31-2018
Nicolas Guido SchreiberBolton Global CapitalMorgan Stanley10-25-2018
Piero A. VelasquezBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2018
Manuel MartinezBolton Global CapitalSabadell Securities USA, Inc.05-08-2018
Ricardo Antonio QuirosBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-23-2018
Ana Maria AhlawatBolton Global CapitalSafra Securities LLC04-17-2018
Olga Estela LopezBolton Global CapitalMorgan Stanley08-31-2017
Thomas J. Freda Jr.Bolton Global CapitalFidelity Brokerage Services LLC06-21-2017
Euclides Rafael MorenoBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-02-2017
Carlos Manuel LecourBolton Global CapitalJ.P. Morgan Securities LLC04-10-2017
Christian FelixBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated12-19-2016
Samuel NunezBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2016
Oscar Enrique GuevaraBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated07-22-2016
Tanya DuarteBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2016
Archibaldo VasquezBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$15006-28-2016
Felipe Antonio BallestasBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated06-16-2016
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Showing 1 to 25 of 57 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.