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
William Joseph CroweMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William John DeichmannMorgan StanleyJ.P. Morgan Securities LLC10-30-2009
William James FaviaMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Wayne Francis GriffithMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Vikram KrishnaswamyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Tyson Walter KelleyMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
Tyron Kristopher SellMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Tyler Campbell ClarkMorgan StanleyEdward Jones10-08-2018
Troy Reese CorbridgeMorgan StanleyBMO Harris Financial Advisors, Inc.04-15-2011
Timothy John AnthonyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-04-2019
Timothy B MetcalfMorgan StanleyJ.P. Morgan Securities LLC05-05-2017
Thomas Shaw LevinMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Thomas M. WojcikMorgan StanleyJ.P. Morgan Securities LLC08-05-2011
Thomas G BlanchardMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Theresa Elena Chacopulos, Lindsey Michelle MartinMorgan StanleyWells Fargo Clearing Services, LLC$10010-04-2013
Theresa E. ChacopulosMorgan StanleyWells Fargo Advisors$30210-04-2013
Theodore John Crowley IIMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Thaxton Thrasher PetersonMorgan StanleyUBS Financial Services Inc.02-01-2013
Terese Anne LoscalzoMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Terence Ryan TurnerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Tammy Lynn Escobar-MillerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Susanna A HaddenMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Susan Ann CookMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Steven Warren CookeMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Steven Mark RavnitzkyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Next Page »

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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