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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zvart PotoukianMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10010-07-2011
Zachary Robert BuonoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-03-2017
Zachary Paul TaylorMorgan StanleyZachary Taylor LLC$10005-25-2016
Zachary D. GelbartMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-17-2016
Zachary Alan SchillerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-23-2014
Yu-Hsuan HsiehMorgan StanleyCredit Suisse Securities (USA) LLC10-28-2015
Yu-Chia LinMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-18-2016
Yousaf ZamanudinMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-25-2018
Yontin Y. TekaMorgan StanleyJ.P. Morgan Securities LLC09-17-2019
Yoil Sulieman AwabdehMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50004-08-2011
Yangchen D LamaMorgan StanleyUBS Financial Services Inc.$50010-09-2009
Xiaolin YangMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2015
Wolfgang Johannes HawlischMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-23-2015
William Windle Mccandless IIIMorgan StanleyAXA Advisors, LLC09-20-2010
William TerrellMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$13701-11-2013
William Scott Hicks IIIMorgan StanleyUBS Financial Services Inc.$10003-11-2011
William Prescott Wolcott Jr.Morgan StanleyJ.P. Morgan Securities LLC$50006-16-2016
William KimMorgan StanleyJ.P. Morgan Securities LLC08-20-2019
William James BullockMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15009-02-2011
William Henry Atha IIMorgan StanleyAllianceBernstein L.P.$10003-30-2012
William F. Blanke, Robert L. Schein, J. Michael ShieldsMorgan StanleyHightower Advisors$30005-31-2011
William Edward Schroen IIIMorgan StanleyJ.P. Morgan Securities LLC10-14-2015
WILLIAM EARL HAMILTONMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50001-23-2018
William E. BlantonMorgan StanleyWashington Wealth Management$17003-12-2012
William C YinMorgan StanleyAvatar Securities, LLC$10004-01-2013
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Showing 1 to 25 of 1,111 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.