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
David Atallah, Mike CassaMorgan StanleyCredit Suisse Wealth Services02-15-2016
Patricia Glass, Walter VarianMorgan StanleyCredit Suisse Wealth Services05-21-2012
Jose FincheltubMorgan StanleyCredit Suisse Wealth Services$10703-24-2016
Ilan SegevMorgan StanleyCredit Suisse Wealth Services$19103-15-2012
Beth Scanlan, Carol Abraham, Calvin FongMorgan StanleyCredit Suisse Wealth Services$37501-27-2016
Bryce KennyMorgan StanleyCredit Suisse Wealth Services$47503-23-2012
Mary DiChristofano, Michael Sakach, James WhitneyMorgan StanleyCredit Suisse Wealth Services$2,00003-18-2016
Richard Zinman, Anthony Dertouzos, John MorenoMorgan StanleyCredit Suisse Wealth Services$5,00011-23-2015

Showing 1 to 8 of 8 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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