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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard Alan PetitMorgan StanleyMorgan Stanley & Co. Incorporated$20006-01-2009
Mark Donald AllisonMorgan StanleyMorgan Stanley & Co. Incorporated$20006-01-2009
Gene H ChungMorgan StanleyMorgan Stanley & Co. Incorporated$20006-01-2009
Angel Munoz BonillaMorgan StanleyMorgan Stanley & Co. Incorporated$20006-01-2009
Willard Lee Rumley IIIMorgan StanleyMorgan Stanley & Co. Incorporated$20006-01-2009
Wendell Isamu MisawaMorgan StanleyMorgan Stanley & Co. Incorporated$20006-01-2009
Ricardo Leirra DesotoMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Merilyn Terpening ShadMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
John William ToggweilerMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Patricia Ann Doebler CabralMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Edgar Trip MooneyMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Mark Thomas EberleMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Thomas Peter KazazesMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Christopher Peter DaifotisMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Herbert C Hooley Jr.Morgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Alan Paul WeilacherMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Susan Ann CookMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Stephen Patrick KelliherMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Jack Lee ElvestromMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Lauriann DelayMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Juan Carlos CarreraMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Robert Alan GordonMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Christian Paul LordMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Scott F. HeyerMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Jeffery Malcolm DavisMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Next Page »

Showing 1 to 25 of 536 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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