Advisers on the Move TEST

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
Barry Edward Seymour Jr.Morgan StanleyStrategic Advisers LLC08-02-2018
Michael Shane BanksMorgan StanleyStrategic Advisers LLC07-01-2018
Kyle Heinrich BuchbachMorgan StanleyStrategic Advisers LLC05-09-2018
Timothy Joseph MurphyMorgan StanleyStrategic Advisers LLC03-27-2018
Cicely Raechelle JaubertMorgan StanleyStrategic Advisers LLC11-01-2017
Alexander Crawford ChigasMorgan StanleyStrategic Advisers LLC03-13-2017
Jeffery Craig FrederickMorgan StanleyStrategic Advisers LLC08-25-2016
Thomas G. Underwood IIIMorgan StanleyStrategic Advisers LLC07-25-2016
Ravi Prativ PatelMorgan StanleyStrategic Advisers LLC07-15-2016
Andrew L. LewisMorgan StanleyStrategic Advisers LLC07-06-2016
Yanick R. Kolbjornsen MidyetteMorgan StanleyStrategic Advisers LLC03-28-2016
Carol Ann PeltierMorgan StanleyStrategic Advisers LLC01-14-2016
Parker Joseph WisemanMorgan StanleyStrategic Advisers LLC11-05-2015
David Alan GammonMorgan StanleyStrategic Advisers LLC11-18-2014
Robert Edward CardarelliMorgan StanleyStrategic Advisers LLC08-15-2014
Michael Paul LaneMorgan StanleyStrategic Advisers LLC11-04-2013
Stanley Christopher SarliMorgan StanleyStrategic Advisers LLC06-19-2013
Shala L. WalkerMorgan StanleyStrategic Advisers LLC03-26-2013
Brian F WilderMorgan StanleyStrategic Advisers LLC09-16-2011
Lisa Mary VirelloMorgan StanleyStrategic Advisers LLC07-15-2011
John Michael HinksonMorgan StanleyStrategic Advisers LLC01-28-2011
Rodney Patrick GrayMorgan StanleyStrategic Advisers LLC$15003-31-2010
Mario Anthony D'Angelo Jr.Morgan StanleyStrategic Advisers LLC12-17-2009
Paula Benge JewellMorgan StanleyStrategic Advisers LLC11-20-2009

Showing 1 to 24 of 24 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.