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Advisers on the Move - InvestmentNews

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q2 2020)

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Recruiting Losses

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Net Gains

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abby Wolman McElroyMorgan StanleyRBC Capital Markets, LLC$10008-30-2017
Adam Patrick LeapleyMorgan StanleyChase Investment Services Corp.$15001-14-2011
Adrienne M. OsorioMorgan StanleyMorgan Stanley06-20-2018
Adrienne M. OsorioMorgan StanleyOppenheimer & Co. Inc.07-13-2016
Alexander Hamilton DavidsonMorgan StanleyUBS Financial Services Inc.$5001-16-2015
Amy MooneyMorgan StanleyG.Research, LLC01-28-2015
Andrew Dominick RoselliMorgan StanleyUBS Financial Services Inc.$1011-21-2012
Andrew Scott CorpuelMorgan StanleyEdward Jones05-01-2013
Anson Trent HarrisMorgan StanleyAXA Advisors, LLC04-11-2011
Anthony Dominic Corona IIIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2011
Barbara Lynne Taylor-HatjeMorgan StanleySantander Securities LLC$1004-11-2016
Braeden Keith ZieglerMorgan StanleyUBS Financial Services Inc.03-26-2010
Brian A PetersonMorgan StanleyScottrade, Inc.05-01-2013
Brian David SummerMorgan StanleyThinkEquity LLC08-24-2012
Brian FinkMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2009
Brian Joseph BelloMorgan StanleyUBS Financial Services Inc.08-21-2009
Brian Joseph DonovanMorgan StanleyFidelity Brokerage Services LLC10-20-2016
Charles Albert Logue IIIMorgan StanleyLPL Financial LLC04-26-2016
Charles Frederic ThreshieMorgan StanleyUBS Financial Services Inc.08-21-2009
Christina Marie GenerosoMorgan StanleyForeside Fund Services, LLC11-09-2015
Christopher Alan SelkeMorgan StanleyUBS Financial Services Inc.10-16-2009
Christopher Anthony CavallaroMorgan StanleyUBS Financial Services Inc.$10003-02-2012
Christopher Jacob DibbleMorgan StanleyCharles Schwab & Co., Inc.09-27-2018
Corey James SeaquistMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-10-2018
Courtney Colleen GarzaMorgan StanleyWells Fargo Clearing Services, LLC07-30-2013
Next Page »

Showing 1 to 25 of 133 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.