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
Peter BarzirganMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.$16808-30-2019
Peter BazirganMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.$16808-30-2019
Elizabeth M LabossiereMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.11-08-2017
Justin Deangeli DavisMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.07-22-2014
Andrew Ralph ShusterMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.04-16-2014
J. Severin Severin BergeronMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC07-23-2014
Mark Stewart KenneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC03-21-2011
Edward George Turnbull Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.$10003-27-2009
Bernard A ManchesterMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.03-27-2009
Karen Rebecca FinlanMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.11-08-2019
Jason FaroukMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.07-01-2019
Janet Eleanor MullaneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-16-2019
Jonathan G. ReedMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.07-26-2018
Nicholas Russell OrlandoMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.06-08-2018
Jermaine A. HurleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-13-2017
William Patrick MckiernanMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.05-18-2015
Julio MurgaMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.03-13-2015
Melanie Lisa MagillMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.$25003-04-2015
Marc Raymond GaumondMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.10-27-2014
Kathryn Anne DetoraMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.04-16-2014
Steven John FosterMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.11-30-2009
Lewis Gavin MaiMerrill Lynch, Pierce, Fenner & Smith IncorporatedCommonwealth Financial Network11-27-2017
Carl Everest PeruzzottiMerrill Lynch, Pierce, Fenner & Smith IncorporatedDime Investment Services$10004-28-2011
Mathew Jason DemikatMerrill Lynch, Pierce, Fenner & Smith IncorporatedEaton Vance Management02-02-2015
Alan J Hadad Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10001-19-2010
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Showing 1 to 25 of 94 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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