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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tony Frederick HaeusslerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Charleen Anne GuckJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Dominic Anthony MandarinoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael Scott KertesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Peter Wilhelm KuylenstiernaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Berthold R HaspelJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David Edward WelkerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Elise Edna LeszczynskiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Steven John ChandlerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Walter Scott ChandlerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony Edward HydeJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Claire Elizabeth HolmesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Randy Lee RussellJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brendan Richard DowdJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Raymond Leslie KeoghJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Daniel Joseph SalsbergJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Thomas Mark GomezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Reece Evan MusickJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Charles Roy ShapiroJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David RiveraJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Keith Joseph OrmistonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Joseph Edward GrassiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Scott Tyrone FordJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
John Stephen HuntJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Herbert Lee Bender IIJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 351 to 375 of 3,632 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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