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
Ethan Lewis StaatsMorgan StanleyBB&T Investment Services, Inc.12-10-2012
Matthew Anthony GencoMorgan StanleyBB&T Investment Services, Inc.07-18-2011
James Chapelle Hill IIIMorgan StanleyBB&T Securities, LLC01-24-2017
Dawn Leota AlexanderMorgan StanleyBB&T Securities, LLC12-13-2016
Gail Anne FrongilloMorgan StanleyBB&T Securities, LLC09-02-2014
William Allen NashMorgan StanleyBB&T Securities, LLC07-29-2014
Michael Patrick HugghinsMorgan StanleyBB&T Securities, LLC$1006-13-2014
Kelsey Mcclelland MansmannMorgan StanleyBB&T Securities, LLC05-28-2014
Robert Dean BronfmanMorgan StanleyBB&T Securities, LLC$10003-28-2014
Philip David StairMorgan StanleyBB&T Securities, LLC$1001-10-2014
Richard William Maurer Jr.Morgan StanleyBB&T Securities, LLC09-06-2013
Michael Scott CooperMorgan StanleyBB&T Securities, LLC$10008-15-2013
Michele Pike SmithMorgan StanleyBB&T Securities, LLC$5008-15-2013
Brenton Kyle DaughdrillMorgan StanleyBBVA Compass Investment Solutions, Inc.11-19-2012
William Joseph CummingsMorgan StanleyBBVA Securities Inc.08-23-2019
Barbara Buzan BeckMorgan StanleyBBVA Securities Inc.$15008-23-2019
William Joseph CummingsMorgan StanleyBBVA Securities Inc.08-23-2019
Barbara Buzan BeckMorgan StanleyBBVA Securities Inc.$15008-23-2019
Richard W. MannMorgan StanleyBBVA Securities Inc.03-13-2018
Beth Renee LangleyMorgan StanleyBBVA Securities Inc.06-19-2017
Evan LongMorgan StanleyBBVA Securities Inc.01-26-2017
Andrew Michael McCayMorgan StanleyBBVA Securities Inc.07-22-2016
Erica YagelMorgan StanleyBBVA Securities Inc.04-29-2016
Gerardo F. OlavarrietaMorgan StanleyBBVA Securities Inc.04-29-2016
Elias A LetayfMorgan StanleyBBVA Securities Inc.10-05-2015
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Showing 151 to 175 of 10,774 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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