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
Adam Jacob ParenteChase Investment Services Corp.Morgan Stanley04-24-2012
Edner Damion Joseph Jr.Chase Investment Services Corp.Morgan Stanley04-09-2012
Michael Charles PisaniChase Investment Services Corp.Morgan Stanley02-06-2012
Joao Manuel ValenteChase Investment Services Corp.Morgan Stanley02-01-2012
Heather Leigh GuthrieChase Investment Services Corp.Morgan Stanley02-01-2012
Brian Michael StanleyChase Investment Services Corp.Morgan Stanley12-01-2011
Edmund Martin MoloneyChase Investment Services Corp.Morgan Stanley12-01-2011
Austin Daniel MordaChase Investment Services Corp.Morgan Stanley10-31-2011
Michael MogaveroChase Investment Services Corp.Morgan Stanley10-01-2011
Andrew John LawlorChase Investment Services Corp.Morgan Stanley09-27-2011
Salvatore John GeorgianoChase Investment Services Corp.Morgan Stanley$1009-01-2011
James Michael GlassChase Investment Services Corp.Morgan Stanley09-01-2011
Michael Evan MannasseChase Investment Services Corp.Morgan Stanley05-23-2011
Deborah Joan MansfieldChase Investment Services Corp.Morgan Stanley09-07-2010
Rasheed H DefenseChase Investment Services Corp.Morgan Stanley06-30-2010
Ralph ProvvisieroChase Investment Services Corp.Morgan Stanley$2506-01-2010
Josephti Sotto CruzChase Investment Services Corp.Morgan Stanley05-24-2010
William G AskewChase Investment Services Corp.Morgan Stanley$1005-17-2010
Sandra M. RojasChase Investment Services Corp.Morgan Stanley04-01-2010
Janet D MosesChase Investment Services Corp.Morgan Stanley$5003-22-2010
Mary K. GelfandChase Investment Services Corp.Morgan Stanley01-18-2010
Bryan C. D'AlessandroChase Investment Services Corp.Morgan Stanley10-01-2009
Hiral ShahChase Investment Services Corp.Morgan Stanley06-30-2009
Raffaele DeGruttolaChase Investment Services Corp.Morgan Stanley$1006-24-2009

Showing 1 to 24 of 24 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.