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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jesemia R HopwoodMorgan StanleyOppenheimer & Co. Inc.07-23-2019
Carolina RestrepoMorgan StanleyOppenheimer & Co. Inc.04-22-2019
Dylan N. SpickerMorgan StanleyOppenheimer & Co. Inc.12-18-2018
Mayumi T. BrittMorgan StanleyOppenheimer & Co. Inc.06-04-2018
Stephanie L. FarellaMorgan StanleyOppenheimer & Co. Inc.10-09-2017
James M. Shea Jr.Morgan StanleyOppenheimer & Co. Inc.$5006-01-2017
Marisa PollardMorgan StanleyOppenheimer & Co. Inc.$15005-25-2017
Gretchen Thies WallaceMorgan StanleyOppenheimer & Co. Inc.05-25-2017
Richard Frank Montaldo Jr.Morgan StanleyOppenheimer & Co. Inc.04-21-2017
Stephen McGahranMorgan StanleyOppenheimer & Co. Inc.01-17-2017
Mark Kevin BurkeMorgan StanleyOppenheimer & Co. Inc.12-09-2016
Adrienne M. OsorioMorgan StanleyOppenheimer & Co. Inc.07-13-2016
Sadys FordMorgan StanleyOppenheimer & Co. Inc.07-01-2016
Fabian H SchmilovichMorgan StanleyOppenheimer & Co. Inc.06-10-2016
Gregory Vincent MatthewsMorgan StanleyOppenheimer & Co. Inc.05-16-2016
Dedrick L. RhoneMorgan StanleyOppenheimer & Co. Inc.12-28-2015
Tracey Colleen RobbenMorgan StanleyOppenheimer & Co. Inc.12-16-2015
Philip Jay TelpnerMorgan StanleyOppenheimer & Co. Inc.08-03-2015
Luis Rafael DiazMorgan StanleyOppenheimer & Co. Inc.07-20-2015
Alexander Anatol ZalevskyMorgan StanleyOppenheimer & Co. Inc.$5003-06-2015
Inna ZalevskyMorgan StanleyOppenheimer & Co. Inc.03-06-2015
Oui Seesawat CoulsonMorgan StanleyOppenheimer & Co. Inc.02-20-2015
Marc Robert TishlerMorgan StanleyOppenheimer & Co. Inc.$10011-14-2014
Karim RezquiMorgan StanleyOppenheimer & Co. Inc.$5011-11-2014
Brian Patrick DonohoeMorgan StanleyOppenheimer & Co. Inc.$5010-24-2014
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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.