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
Laura Ladrigan CobbMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Paul Marsillo Jr.Morgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Jeffrey Michael HollahanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Susan Ann CookMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Alan David KlibanoffMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
James ClarkMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Curt Aaron BlikMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Dimitri Angelo SpanosMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
James Edward MeyerMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
James Peter DretlerMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Carole Aiken HallMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
John David BurgraffMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Kurt Evan MeyerMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Wayne Francis GriffithMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Mark Paul CallahanMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Steven Allen ScottMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Allen Melvin PikeMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Diana Seligman GometzMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Philip Lewis MortonMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Michael W. ButtMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Eric Brian BoosMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Robert James BancroftMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Louis John Gatchell IIMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Jason Kingsley BleimeyerMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Scott Andrew PfotenhauerMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
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Showing 1 to 25 of 139 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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