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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cheri A. MchugoMorgan StanleyAmeriprise Financial Services, Inc.01-27-2017
Silvia Stephanie FalconiMorgan StanleyAmeriprise Financial Services, Inc.$1011-10-2016
David Steven GrossMorgan StanleyAmeriprise Financial Services, Inc.$14109-29-2016
John Thomas FrancisMorgan StanleyAmeriprise Financial Services, Inc.08-26-2016
Jeffrey James CramptonMorgan StanleyAmeriprise Financial Services, Inc.08-26-2016
Michael Dominick MarchettaMorgan StanleyAmeriprise Financial Services, Inc.$5005-13-2016
Charles Andrew FischerMorgan StanleyAmeriprise Financial Services, Inc.$2501-22-2016
William Edward StyleMorgan StanleyAmeriprise Financial Services, Inc.$2510-02-2015
Michael Anthony PersaudMorgan StanleyAmeriprise Financial Services, Inc.07-16-2015
Irwin Gordon PersaudMorgan StanleyAmeriprise Financial Services, Inc.07-16-2015
Jasmine Giszelle GarrettMorgan StanleyAmeriprise Financial Services, Inc.09-12-2014
Giliane Marielaurence CannavoMorgan StanleyAmeriprise Financial Services, Inc.05-23-2014
Ryan Charles KennedyMorgan StanleyAmeriprise Financial Services, Inc.01-17-2014
Robert Joseph Duffy IIIMorgan StanleyAmeriprise Financial Services, Inc.12-18-2013
Leslie Byron WilliamsMorgan StanleyAmeriprise Financial Services, Inc.12-13-2013
Maria Joy KotmanMorgan StanleyAmeriprise Financial Services, Inc.09-18-2013
John David MacikMorgan StanleyAmeriprise Financial Services, Inc.07-25-2013
David E MottMorgan StanleyAmeriprise Financial Services, Inc.$15006-14-2013
David Louis FormanMorgan StanleyAmeriprise Financial Services, Inc.$5006-13-2013
Phillip Scott GarrettMorgan StanleyAmeriprise Financial Services, Inc.05-20-2013
Sharon Lee MaloneyMorgan StanleyAmeriprise Financial Services, Inc.$5005-01-2013
Michael C MarraMorgan StanleyAmeriprise Financial Services, Inc.12-10-2012
Janet Marie Hroncich, Thomas PalazzoMorgan StanleyAmeriprise Financial Services, Inc.$15007-13-2012
John Holland RinggenbergMorgan StanleyAmeriprise Financial Services, Inc.06-18-2012
Gregory John BurieMorgan StanleyAmeriprise Financial Services, Inc.$5002-24-2012
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Showing 26 to 50 of 10,779 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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