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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Courtney LiseckiMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Robert Jay BregmanMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Renee Emma SchwartzMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Andrew George SukhinMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Edna Awilda IrizarryMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Sean McDermottMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Daniel Jay ShermanMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Michael William TroncaleMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Todd Raymond AllenMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Frank Chris Ribando IIMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Steven Mark AltonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Bruce Alfred BurrowsMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Patrick Jarrett SchwarzMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Sheila Rhea HorwitzMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Sheldon Jay BitkowerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Alessandro SpinettaMorgan StanleyCitigroup Global Markets Inc.06-01-2009
John Clarke BlairMorgan StanleyCitigroup Global Markets Inc.06-01-2009
John Scott McCoyMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Mark Anthony CaropresoMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Michael James Maher Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Peter Stephen GregoryMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Joseph Bernard Hoffmeier Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Lydia Alice RollinsMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Rand Alan MarshallMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Thomas Patrick Hibbits Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
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Showing 351 to 375 of 594 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.

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