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
Julia Marie SkamaryczMorgan StanleyUBS Financial Services Inc.06-20-2019
Saba AlelishviliMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Deirdre DennehyMorgan StanleyBoston Private Wealth05-07-2019
Timothy David LonerganMorgan StanleyBoston Private Wealth05-07-2019
Dawn Marie CobakMorgan StanleyMML Investors Services, LLC12-14-2018
Suzanne Jennifer BrownMorgan StanleyRaymond James Financial Services, Inc.11-20-2018
Aya Mostafa MetwallyMorgan StanleyCitizens Securities, Inc.10-25-2018
John Michael Carroll Jr.Morgan StanleyBoston Private Wealth03-06-2018
Christopher BoydMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2018
Sullivan Reid ConleyMorgan StanleyPurshe Kaplan Sterling Investments01-08-2018
Shelly Ann CovilleMorgan StanleyEdward Jones10-16-2017
Samuel A. BachelderMorgan StanleyDeutsche Bank Securities Inc.08-29-2017
Christine CaronaMorgan StanleyUBS Financial Services Inc.07-28-2017
David J Chapin Jr.Morgan StanleyTD Private Client Wealth LLC04-27-2017
Jonathan David SullivanMorgan StanleyLincoln Financial Distributors, Inc.04-20-2017
Matthew Ellis TaussigMorgan StanleyVP Distributors LLC03-30-2017
Alexander Crawford ChigasMorgan StanleyFidelity Brokerage Services LLC03-13-2017
Bridget Middle GrahamMorgan StanleyMML Distributors, LLC02-22-2017
Daniel Francis JonesMorgan StanleyMirus Securities, Inc.09-15-2016
Jeffrey James CramptonMorgan StanleyAmeriprise Financial Services, Inc.08-26-2016
David Christopher O'BrienMorgan StanleyWells Fargo Funds Distributor, LLC08-02-2016
Brian Michael ChiltonMorgan StanleyCredit Suisse Securities (USA) LLC03-16-2016
Alan Ahmet AtamerMorgan StanleyRBC Capital Markets, LLC03-04-2016
Silvio Stumpo, James V. Gennari Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-19-2016
David Atallah, Mike CassaMorgan StanleyCredit Suisse Wealth Services02-15-2016
Next Page »

Showing 1 to 25 of 356 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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