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
Janet L. Marcantonio, Thomas Anthony RobinsonUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-16-2009
Robert Edmund ProcacciantiUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-20-2009
Ned Joseph PascucciUBS Financial Services Inc.1st Discount Brokerage, Inc.09-30-2010
Antonio L. OliveiraUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5009-28-2011
Denise Irene KowalewskiUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2012
Jamie Hilton, Kara MuselerUBS Financial Services Inc.Morgan Stanley$30002-01-2013
James Andrew Hilton Sr.UBS Financial Services Inc.Morgan Stanley02-01-2013
Kara Lee MuselerUBS Financial Services Inc.Morgan Stanley02-01-2013
Christopher John BouleyUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10003-26-2015
Gregory Alan VoigtUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-23-2016

Showing 1 to 10 of 10 entries

Page 1

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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