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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Keith Long Joseph Reilly Jason DevitoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$38503-16-2012
Devin CondronMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$83003-06-2012
Charles J BradyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-22-2020
Sarah E BirdMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-20-2019
Nathaniel OsborneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2019
Saba AlelishviliMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Denise Ann Koran-KlisiewiczMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-11-2019
Robert E FryMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2018
Wilfredo Marquis RodriguezMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2018
Todd Adam VogelMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2016
Silvio StumpoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-19-2016
James V Gennari JrMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-19-2016
Kevin Paul WytheMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-09-2015
Lisa H SvenssonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2505-01-2015
David Zhenxiong LiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10007-05-2013
Jason W CamutiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-05-2013
Bibekananda DasMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2503-13-2013
Joseph Edward TravagliniMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2503-01-2013
Edward Keith LongMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2012
Joseph Gerard ReillyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15003-02-2012
Jason Derek DevitoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-02-2012
Devin Christopher CondronMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$18502-24-2012
Thomas Rendal GilmoreMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1,00006-17-2011
Andrew Seidlitz BlackwellMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1,00006-17-2011
Harry Jeffrey DavisMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-14-2011

Showing 1 to 25 of 25 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.