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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nicole M. HainesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-26-2020
Alice Bernice ChowMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-17-2020
Melanie Chien LiuMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2020
Andrew J. HardingMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-05-2019
Gilles Pierre BarretieriMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-08-2019
Hovhannes Raffi TokatlianMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-08-2019
Troy RazeggiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2019
Tyler Andrew BaileyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-29-2019
Dmitry VasyutinskiyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-01-2019
Chrisanna M. NorthrupMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-13-2019
Jeffrey Alan HaleMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-22-2019
Jason LeeMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2019
Keith Andrew WheelerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-23-2019
James A. RawsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-17-2019
Alastair Cranston PattersonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-25-2019
Borami YoonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-20-2019
Rasa PetrauskaiteMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-21-2019
Scott Robert BelshawMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-06-2019
George David HuertasMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-25-2019
Molly Catherine ChambersMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-25-2019
Kelly Jean KesdenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-05-2018
Huiying ChengMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-27-2018
Stephen Reid BranstonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-30-2018
Grayson Allister MccormickMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-17-2018
Jon-Pierre EvansMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-09-2018
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Showing 1 to 25 of 265 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.