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
Michael Randolph CollinsMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Louis Elton FeinbergMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Barry Edwin HorneMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Bret Hamilton ButtersMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Jeff D SnyderMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Andrew Parris YoungMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Allen Ray Stafford Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Bryan David YatesMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
John W C Entwistle Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Joel Keith HudsonMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Geoffrey Todd HudsonMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Frank Herman DworskyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Beth Teague FenimoreMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Raymond Marcellus CooperMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Jennifer Ann ZieglerMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Robert Mcdaniel BrownlowMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Christopher Bernard LeakMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Rick H. GrossMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Timothy Kent OttoMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Nora Scott BuscemaMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Samuel Taylor BardenMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Adam Baker LandauMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Richard Edward DworskyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Rupert R Sizemore Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Mark Lee JoynerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Next Page »

Showing 1 to 25 of 42 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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