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
James John BuriMorgan StanleyFidelity Brokerage Services LLC$5011-30-2018
Robert M. KinsellaMorgan StanleyFidelity Brokerage Services LLC10-11-2018
Brady Lee GallagherMorgan StanleyFidelity Brokerage Services LLC08-16-2018
Barry Edward Seymour Jr.Morgan StanleyFidelity Brokerage Services LLC08-02-2018
Alexander Crawford ChigasMorgan StanleyFidelity Brokerage Services LLC03-13-2017
Robert Anthony BurieMorgan StanleyFidelity Brokerage Services LLC08-10-2015
Todd John MulliganMorgan StanleyFidelity Brokerage Services LLC$5007-24-2015
Kimberly Alvarenga StarrMorgan StanleyFidelity Brokerage Services LLC02-26-2015
Robert Edward CardarelliMorgan StanleyFidelity Brokerage Services LLC08-15-2014
Stanley Christopher SarliMorgan StanleyFidelity Brokerage Services LLC06-19-2013
Kurt J. HarveyMorgan StanleyFidelity Brokerage Services LLC04-17-2013
Brian F WilderMorgan StanleyFidelity Brokerage Services LLC09-16-2011
Lisa Mary VirelloMorgan StanleyFidelity Brokerage Services LLC07-15-2011
Thomas J MathisMorgan StanleyFidelity Brokerage Services LLC07-27-2010
Rodney Patrick GrayMorgan StanleyFidelity Brokerage Services LLC$15003-31-2010

Showing 1 to 15 of 15 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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