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.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jared C BreaultMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.02-27-2009
Natasa Crnilovic FriedlandMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.09-16-2009
William Patrick O'GradyMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Steven Andrew SchehlMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Mark Daniel WhitneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$1004-09-2010
Erik James MalouinMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC04-08-2013
Evan Derick Hugh RobertsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC05-22-2015
Ian Brian MacdermottMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5008-27-2015
Francis Robert CorsaroMerrill Lynch, Pierce, Fenner & Smith IncorporatedUSAA Financial Advisors, Inc.12-12-2016
Michael Joseph BernierMerrill Lynch, Pierce, Fenner & Smith IncorporatedRobbins Farley LLC09-26-2017
Sara Jeanne BeeMerrill Lynch, Pierce, Fenner & Smith IncorporatedBlackRock Investments, LLC04-03-2018
Mark Chesley SvensonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-12-2018
Bernadette Marie LongfieldMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5009-28-2018

Showing 1 to 13 of 13 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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