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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Carrie A VanceMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley10-14-2019
Sameer Abrar SaitMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-24-2019
Girish P. NavareMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1,00007-05-2019
Calixto PerezMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-02-2019
Jeffrey Glen RushMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-14-2019
Alexa Marie BridgeMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-17-2019
Janine Deforge OlsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$2505-15-2019
Frederic Rosengarten Van Der GriftMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-12-2019
Shawn M. TeufelMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-30-2019
Andrew John CapecciMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-19-2018
Todd Brent ClarkMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-29-2018
Benjamin Patrick Anh SmitsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-12-2018
Kyler Brandon FranklinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-08-2018
Veronica CancholaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15011-07-2018
Carlos Ramon CarrionMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley10-23-2018
Samer TakiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-01-2018
Isandra R SalinasMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$2507-10-2018
Charles Maxwell EvansMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5005-29-2018
Phoebe Himes ChapmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-11-2018
Maureen O'Conner ZavatoneMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-04-2018
Kenneth Reid CuthbertMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-13-2018
Robert Sallis CollinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-13-2018
Morell S. Crane IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-04-2018
Francis McKiernanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-29-2018
Luis CuevasMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-28-2018
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Showing 1 to 25 of 869 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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