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
Marco Rodolfo BigottiMorgan StanleyCiti International Financial Services LLC03-06-2015
Andres Alejandro HananiaMorgan StanleyCiti International Financial Services LLC09-12-2014
Axel Guillermo IsselMorgan StanleyCiti Private Advisory, LLC08-20-2018
Nicholas J. WolfMorgan StanleyCiti Private Advisory, LLC07-07-2017
Eddie Carreno, Miguelina CorripioMorgan StanleyCitigroup$17509-23-2016
William Goettert, John EntenbergMorgan StanleyCitigroup$1,00008-14-2015
Silene BarnesMorgan StanleyCitigroup Global Markets Inc.06-15-2017
Rodolfo Garza-FernandezMorgan StanleyCitigroup Global Markets Inc.$10005-12-2017
Roberto GamarraMorgan StanleyCitigroup Global Markets Inc.05-12-2017
Juan Patricio ConwayMorgan StanleyCitigroup Global Markets Inc.05-12-2017
Claudia Beatriz Landinez GuzmanMorgan StanleyCitigroup Global Markets Inc.05-12-2017
Miguelina M CorripioMorgan StanleyCitigroup Global Markets Inc.09-23-2016
Eduardo Manuel CarrenoMorgan StanleyCitigroup Global Markets Inc.09-23-2016
Nikita Zhen HuangMorgan StanleyCitigroup Global Markets Inc.07-27-2016
Peter John DebrinoMorgan StanleyCitigroup Global Markets Inc.$10007-05-2016
Jeffrey Randy BrookMorgan StanleyCitigroup Global Markets Inc.$24006-03-2016
Andrew Marshall ZentmayerMorgan StanleyCitigroup Global Markets Inc.$9006-03-2016
David Todd McDowellMorgan StanleyCitigroup Global Markets Inc.06-03-2016
Chizuko CarothersMorgan StanleyCitigroup Global Markets Inc.06-03-2016
Felipe GonetMorgan StanleyCitigroup Global Markets Inc.06-03-2016
Antonio OrendainMorgan StanleyCitigroup Global Markets Inc.05-17-2016
Roger MarmentMorgan StanleyCitigroup Global Markets Inc.02-26-2016
David Eugene NobleMorgan StanleyCitigroup Global Markets Inc.$10002-19-2016
Lynn Timothy KiddMorgan StanleyCitigroup Global Markets Inc.02-19-2016
Timothy Dominick MarinoMorgan StanleyCitigroup Global Markets Inc.02-19-2016
« Previous PageNext Page »

Showing 276 to 300 of 10,774 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.