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
Zuo Jia BlackMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.01-21-2015
Zachary Philip HaggasMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeritas Investment Corp.01-23-2012
Zachary Henry ZelmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedAvatar Securities, LLC11-23-2016
Yuriy YagudayevMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC09-04-2015
Yung-Hua MaMerrill Lynch, Pierce, Fenner & Smith IncorporatedHSBC Securities (USA) Inc.06-06-2017
Youn Hack LeeMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-27-2015
Yeong-Keng ChienMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.$10001-01-2012
Yatin Kirtikumar DoshiMerrill Lynch, Pierce, Fenner & Smith IncorporatedHSBC Securities (USA) Inc.$50006-29-2012
Yash Pradeep NiphadkarMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-25-2014
Yaron Abdul-RazakMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC06-28-2017
Xiuhua XuMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.03-09-2016
Xerxes MullanMerrill Lynch, Pierce, Fenner & Smith IncorporatedDynasty Financial Partners$30003-21-2017
Wilson John LeeMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley10-14-2016
William Weiming CuiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.10-15-2012
William Weil SahlmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-15-2017
William ShiehMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$10011-18-2011
William Russell GreenMerrill Lynch, Pierce, Fenner & Smith IncorporatedGraduate Leverage Investment Advisory Services, Llc11-13-2013
William Robert GardnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$10012-04-2009
William Robert AgrestiMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.05-19-2017
William R. SimmermacherMerrill Lynch, Pierce, Fenner & Smith IncorporatedMercer Allied Company, L.P.04-03-2017
William Paul ScheerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-30-2013
William Michael ReidyMerrill Lynch, Pierce, Fenner & Smith IncorporatedTIAA-CREF Individual & Institutional Services, LLC02-21-2017
William Michael MeyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15001-02-2019
William McLaughlin, John MurphyMerrill Lynch, Pierce, Fenner & Smith IncorporatedStifel, Nicolaus & Company, Incorporated$11812-20-2017
William Lloyd, Andrew Means, Peter WillseaMerrill Lynch, Pierce, Fenner & Smith IncorporatedStifel, Nicolaus & Company, Incorporated$65507-07-2016
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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.