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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Edmund FengMorgan StanleyCredit Suisse Securities (USA) LLC03-25-2011
Ilan Avi Segev, Amy E SteigerwaldMorgan StanleyCredit Suisse Securities (USA) LLC03-02-2012
Bryce R. KennyMorgan StanleyCredit Suisse Securities (USA) LLC03-16-2012
Brett Richard BensonMorgan StanleyCredit Suisse Securities (USA) LLC03-16-2012
William Scott MatzelleMorgan StanleyCredit Suisse Securities (USA) LLC03-30-2012
Patricia Schallman GlassMorgan StanleyCredit Suisse Securities (USA) LLC05-16-2012
Melissa ToMorgan StanleyCredit Suisse Securities (USA) LLC08-20-2012
Christopher Long O'DonnellMorgan StanleyCredit Suisse Securities (USA) LLC$15006-27-2013
Mark Douglas SullivanMorgan StanleyCredit Suisse Securities (USA) LLC07-15-2013
Michael George KowalMorgan StanleyCredit Suisse Securities (USA) LLC$15007-31-2013
Scott Alan AltemoseMorgan StanleyCredit Suisse Securities (USA) LLC$10009-20-2013
Laura ChenMorgan StanleyCredit Suisse Securities (USA) LLC12-15-2014
Julie Gwendolyn SwangerMorgan StanleyCredit Suisse Securities (USA) LLC06-08-2015
April L. JupiterMorgan StanleyCredit Suisse Securities (USA) LLC07-27-2015
Albert DishnerMorgan StanleyCredit Suisse Securities (USA) LLC$10007-28-2015
Christopher Bruce RagazzoMorgan StanleyCredit Suisse Securities (USA) LLC09-18-2015
Burton Everett Hilton IV, Jorge Scott Quinto, David Edison Cundey, Andrew Lewis KaskelMorgan StanleyCredit Suisse Securities (USA) LLC$10010-09-2015
Chi Ling YuMorgan StanleyCredit Suisse Securities (USA) LLC10-28-2015
Steven Edward PloderMorgan StanleyCredit Suisse Securities (USA) LLC$10011-05-2015
Josef Runes Najar, William Jennings Gambrill, Brian K. Malloy, Kelsey L. BogleMorgan StanleyCredit Suisse Securities (USA) LLC11-13-2015
Jeffrey John O'Neill, Andrew Michael JonesMorgan StanleyCredit Suisse Securities (USA) LLC11-13-2015
Joo Youn BoeMorgan StanleyCredit Suisse Securities (USA) LLC11-17-2015
Richard Scott Zinman, Anthony Aris Dertouzos, John D MorenoMorgan StanleyCredit Suisse Securities (USA) LLC$10011-19-2015
Keith CaddenMorgan StanleyCredit Suisse Securities (USA) LLC$10011-30-2015
Hugh Michael OdonnellMorgan StanleyCredit Suisse Securities (USA) LLC11-30-2015
Next Page »

Showing 1 to 25 of 78 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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