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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Robert HagwoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5005-01-2015
Adam Blaise MarcellusMerrill Lynch, Pierce, Fenner & Smith IncorporatedNational Planning Corporation01-01-2013
Adam Joseph SureauMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-04-2010
Aimee Jeanne CullenMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Colony Group, LLC05-28-2013
Albert John MakkayMerrill Lynch, Pierce, Fenner & Smith IncorporatedJanney Montgomery Scott LLC08-06-2010
Alexander Edward NabhanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-29-2016
Andrea C MurphyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC09-21-2010
Andres F CastanoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-01-2015
Andrew Hughes ZimmermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-29-2016
Andrew Theodore SillariMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-23-2012
Angelos ConstantineMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC09-16-2019
Anthony Guy UlloMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed01-24-2012
Ashley R. McHarrieMerrill Lynch, Pierce, Fenner & Smith IncorporatedCabot Wealth Management02-07-2015
Austin Scott MinorMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated05-07-2014
Austin Scott MinorMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed08-24-2012
Aviv HodMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-26-2011
Benjamin M. SteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-15-2016
Bethany Anne DeverMerrill Lynch, Pierce, Fenner & Smith IncorporatedHorace Mann Investors, Inc.05-04-2015
Brendan Edward CallahanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMoors & Cabot, Inc.07-06-2017
Brendan J. HoganMerrill Lynch, Pierce, Fenner & Smith IncorporatedMcAdam LLC04-24-2017
Brenden Matthew HagnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.12-20-2016
Brian David MullenMerrill Lynch, Pierce, Fenner & Smith IncorporatedColumbia Management Investment Distributors, Inc.07-27-2016
Brian George HansethMerrill Lynch, Pierce, Fenner & Smith IncorporatedT3 Trading Group, LLC12-09-2014
Brian John KellyMerrill Lynch, Pierce, Fenner & Smith IncorporatedBarclays Capital Inc.06-16-2015
Brian KelleherMerrill Lynch, Pierce, Fenner & Smith IncorporatedBallentine Partners04-30-2018
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Showing 1 to 25 of 286 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.