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
Riwa Teresa CrincoliPruco Securities, LLC.Allstate Financial Services, LLC09-23-2016
Brian A. EisenmanPruco Securities, LLC.Ameriprise Financial Services, Inc.$2505-22-2018
Adam Benjamin KayPruco Securities, LLC.Ameriprise Financial Services, Inc.02-24-2016
Andy GarciaPruco Securities, LLC.AXA Advisors, LLC05-31-2019
Robert James GartnerPruco Securities, LLC.AXA Advisors, LLC09-21-2018
Adam J WeisbergPruco Securities, LLC.AXA Advisors, LLC04-28-2015
Rakesh S. AgrawalPruco Securities, LLC.AXA Advisors, LLC06-06-2014
Reginald Scott McCallPruco Securities, LLC.AXA Advisors, LLC04-30-2012
Jack Anthony ForlenzaPruco Securities, LLC.Capital One Investing, LLC$20012-14-2016
Alex Silvestro IIIPruco Securities, LLC.Citizens Securities, Inc.03-15-2018
Michael Anthony ValinottiPruco Securities, LLC.Equity Services, Inc.10-30-2018
David Samir IbrahimPruco Securities, LLC.Hold Brothers Capital LLC09-19-2011
Steven MasciovecchioPruco Securities, LLC.Hornor, Townsend & Kent, LLC01-20-2015
Steven J ReinaPruco Securities, LLC.Lincoln Financial Advisors Corporation$2504-03-2019
William Steven LarkoPruco Securities, LLC.LPL Financial LLC$2508-20-2015
Timothy Robert McDonaldPruco Securities, LLC.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-18-2018
Juan G. VallejoPruco Securities, LLC.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-28-2013
Zhong Da WangPruco Securities, LLC.MetLife Securities Inc.03-09-2017
Shenghua WangPruco Securities, LLC.MetLife Securities Inc.09-20-2016
Xiaojuan QianPruco Securities, LLC.MetLife Securities Inc.09-20-2016
Michael Ivan SavinPruco Securities, LLC.MetLife Securities Inc.$1003-24-2014
Henry Allan BruhPruco Securities, LLC.MetLife Securities Inc.10-28-2013
Robert J NigroPruco Securities, LLC.MetLife Securities Inc.07-05-2010
Philip LivotiPruco Securities, LLC.MetLife Securities Inc.12-28-2009
Christopher Michael ReaganPruco Securities, LLC.MML Investors Services, LLC$2502-04-2019
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Showing 1 to 25 of 48 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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