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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter Wilhelm KuylenstiernaMorgan StanleyJ.P. Morgan Securities LLC$15012-06-2019
Kevin Michael DavisMorgan StanleyJ.P. Morgan Securities LLC11-20-2019
Andrew J. MarbackMorgan StanleyJ.P. Morgan Securities LLC11-19-2019
January Edwina SchmusMorgan StanleyJ.P. Morgan Securities LLC11-12-2019
Heather Erin TrittMorgan StanleyJ.P. Morgan Securities LLC10-16-2019
Christopher Charles GuidoMorgan StanleyJ.P. Morgan Securities LLC$10010-04-2019
Eric Robert AbbottMorgan StanleyJ.P. Morgan Securities LLC$19710-04-2019
Yamen ElsaidMorgan StanleyJ.P. Morgan Securities LLC10-04-2019
Yontin Y. TekaMorgan StanleyJ.P. Morgan Securities LLC09-17-2019
William KimMorgan StanleyJ.P. Morgan Securities LLC08-20-2019
Scott William HerbstMorgan StanleyJ.P. Morgan Securities LLC08-16-2019
Brian James KettmannMorgan StanleyJ.P. Morgan Securities LLC08-09-2019
Statton FrankMorgan StanleyJ.P. Morgan Securities LLC07-29-2019
Michael D. Spears Jr.Morgan StanleyJ.P. Morgan Securities LLC07-29-2019
Henry SilvaMorgan StanleyJ.P. Morgan Securities LLC07-22-2019
Syra BrelviMorgan StanleyJ.P. Morgan Securities LLC07-17-2019
Stacey H. TsaiMorgan StanleyJ.P. Morgan Securities LLC07-16-2019
Jacqueline Marlene SchleimerMorgan StanleyJ.P. Morgan Securities LLC07-16-2019
Marlon Anthony BustosMorgan StanleyJ.P. Morgan Securities LLC$10007-12-2019
Mario Rene LamarMorgan StanleyJ.P. Morgan Securities LLC$10007-11-2019
Carlos Ferrero Bonzon Jr.Morgan StanleyJ.P. Morgan Securities LLC07-11-2019
Jason W. WolterMorgan StanleyJ.P. Morgan Securities LLC$50006-28-2019
William Frank SquarciaficoMorgan StanleyJ.P. Morgan Securities LLC$15006-27-2019
Harpreet Singh SidhuMorgan StanleyJ.P. Morgan Securities LLC06-26-2019
Sarah Anne WeberMorgan StanleyJ.P. Morgan Securities LLC06-21-2019
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Showing 1 to 25 of 391 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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