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
Ziv Ohel, Bill DuncanMorgan StanleyAmeriprise Financial Services, Inc.$27511-16-2012
Yahui LuMorgan StanleyAmeriprise Financial Services, Inc.07-13-2016
William Wiseman, Parker WisemanMorgan StanleyAmeriprise Financial Services, Inc.$13309-14-2017
William T. PattonMorgan StanleyAmeriprise Financial Services, Inc.$15004-26-2013
William Edward StyleMorgan StanleyAmeriprise Financial Services, Inc.$25010-02-2015
Walter Josef TuerMorgan StanleyAmeriprise Financial Services, Inc.$60008-04-2017
Virginia Swingle StevensMorgan StanleyAmeriprise Financial Services, Inc.05-22-2015
Victor Wolfe YoungMorgan StanleyAmeriprise Financial Services, Inc.06-01-2015
Travis William KnottMorgan StanleyAmeriprise Financial Services, Inc.$10003-11-2016
Todd Michael PriceMorgan StanleyAmeriprise Financial Services, Inc.$10001-14-2011
Todd Evan DaviesMorgan StanleyAmeriprise Financial Services, Inc.$10005-04-2011
Tina MeckaroskiMorgan StanleyAmeriprise Financial Services, Inc.$25008-09-2010
Timothy Williams CorwinMorgan StanleyAmeriprise Financial Services, Inc.10-27-2011
Timothy CariolanoMorgan StanleyAmeriprise Financial Services, Inc.03-28-2018
Thomas PalazzoMorgan StanleyAmeriprise Financial Services, Inc.$50007-13-2012
Thomas CarusoMorgan StanleyAmeriprise Financial Services, Inc.$10501-16-2015
Stephen Richard RoyMorgan StanleyAmeriprise Financial Services, Inc.$50002-10-2012
Silvia Stephanie FalconiMorgan StanleyAmeriprise Financial Services, Inc.$10011-10-2016
Sheila SpicehandlerMorgan StanleyAmeriprise Financial Services, Inc.$20010-03-2011
Sharon Lee MaloneyMorgan StanleyAmeriprise Financial Services, Inc.$50005-01-2013
Scott NeffMorgan StanleyAmeriprise Financial Services, Inc.$11611-28-2014
Scott Latzke, Mark FillaMorgan StanleyAmeriprise Financial Services, Inc.$34410-07-2016
Ryan LurieMorgan StanleyAmeriprise Financial Services, Inc.$6911-20-2017
Ryan Charles KennedyMorgan StanleyAmeriprise Financial Services, Inc.01-17-2014
Ross Stefan AndersonMorgan StanleyAmeriprise Financial Services, Inc.$50007-13-2012
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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.