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
Wayne CampbellMorgan StanleyJanney Montgomery Scott LLC03-24-2011
Thomas George SchreckMorgan StanleyJanney Montgomery Scott LLC12-16-2010
Stacy Lee CapobiancoMorgan StanleyJanney Montgomery Scott LLC05-26-2017
Ross Weller GallowayMorgan StanleyJanney Montgomery Scott LLC$5005-26-2017
Phillip Jerome BerkMorgan StanleyJanney Montgomery Scott LLC05-10-2013
Joseph Michael KellyMorgan StanleyJanney Montgomery Scott LLC07-16-2010
Harvey Reid MutterperlMorgan StanleyJanney Montgomery Scott LLC06-10-2011
Gary Steven SchweifelMorgan StanleyJanney Montgomery Scott LLC$10008-03-2015
Frederick James Rickey IIIMorgan StanleyJanney Montgomery Scott LLC$5011-07-2013
Eugene Michael Kirley Jr.Morgan StanleyJanney Montgomery Scott LLC$5008-11-2017
Edward John Van ItallieMorgan StanleyJanney Montgomery Scott LLC$10002-29-2012
Charles Patrick McGeeMorgan StanleyJanney Montgomery Scott LLC$5002-17-2017
Bruce Howard ChmaraMorgan StanleyJanney Montgomery Scott LLC$2503-31-2011
Barry Ray ShatzmanMorgan StanleyJanney Montgomery Scott LLC$10009-13-2010
Anthony Pasquale CurcioMorgan StanleyJanney Montgomery Scott LLC12-02-2011
Americo Joseph SantellaMorgan StanleyJanney Montgomery Scott LLC$2503-24-2011

Showing 1 to 16 of 16 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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