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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel D. HansenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$50008-31-2009
Joseph Robert AccursoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$50009-25-2009
J. Gregory Gregory BanksMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-25-2009
Patrick Wright BarrMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-28-2009
John T ChaseMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-09-2009
Larry ZalkinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$10011-30-2009
Neil S CohenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.01-21-2010
Candace L MillsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.03-01-2010
Fernando J. CarrilloMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.03-19-2010
Justus Gerald HedeenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$10004-30-2010
Jennifer Elisabeth PollaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$10009-07-2010
Daniel Walter CaffreyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.10-15-2010
Jason Douglas BoothroydMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$50011-12-2010
Joy R ShahMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$50012-20-2010
Jarrett Gray MeadorsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$50004-07-2011
Bryan C DalessandroMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.05-20-2011
Robert Edward LylesMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-20-2011
Adam Stewart WertheimerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.06-27-2011
Reid Hartley HansenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.08-19-2011
James Victor TischlerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.08-22-2011
Benjamin Gardner FenchakMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.08-22-2011
Charles M. BarrosMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.08-22-2011
Ronald Joseph MrenaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$10008-30-2011
Todd Alan McGrawMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-26-2011
Richard James ChampionMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.10-20-2011
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Showing 1 to 25 of 104 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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