Advisers on the Move TEST

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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Karen Elizabeth HubbardWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-10-2019
Anthony Joseph CipollaWells Fargo Advisors Financial Network, LLCMorgan Stanley10-23-2018
Emir CulovWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-10-2018
Amela CulovWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-10-2018
Matthew T. RichardsWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-10-2018
Salvatore J. PittiWells Fargo Advisors Financial Network, LLCMorgan Stanley$10005-04-2016
Matthew S. PittiWells Fargo Advisors Financial Network, LLCMorgan Stanley$1005-04-2016
Virginia Swingle StevensWells Fargo Advisors Financial Network, LLCMorgan Stanley05-04-2016
Mark Stephen BaileyWells Fargo Advisors Financial Network, LLCMorgan Stanley$15005-22-2015
Ginger Lee BakerWells Fargo Advisors Financial Network, LLCMorgan Stanley05-22-2015
Patrick H White-ThomsonWells Fargo Advisors Financial Network, LLCMorgan Stanley05-22-2015
Steven A. SackelWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-22-2015
Dave B RaoWells Fargo Advisors Financial Network, LLCMorgan Stanley$10011-14-2014
Brandon Jay AbbeWells Fargo Advisors Financial Network, LLCMorgan Stanley05-16-2014
Jeffrey Albert AltomariWells Fargo Advisors Financial Network, LLCMorgan Stanley$10005-10-2013
Christian Edward Burke Jr.Wells Fargo Advisors Financial Network, LLCMorgan Stanley05-10-2013
Evan Robin MeltzerWells Fargo Advisors Financial Network, LLCMorgan Stanley03-05-2013
Edward Thomas Hill Jr.Wells Fargo Advisors Financial Network, LLCMorgan Stanley$10003-05-2013
Philip Robert MeltzerWells Fargo Advisors Financial Network, LLCMorgan Stanley03-05-2013
Steven Jeffrey DichterWells Fargo Advisors Financial Network, LLCMorgan Stanley$10006-29-2012
Philip Christopher Pappas Jr.Wells Fargo Advisors Financial Network, LLCMorgan Stanley$10006-29-2012
Timothy Stephen SheaWells Fargo Advisors Financial Network, LLCMorgan Stanley$10004-03-2012
Lori Ace FacinelliWells Fargo Advisors Financial Network, LLCMorgan Stanley$15002-04-2011
Lisa Anne NoonanWells Fargo Advisors Financial Network, LLCMorgan Stanley02-04-2011
Donald R Hoyt Jr.Wells Fargo Advisors Financial Network, LLCMorgan Stanley$5002-04-2011
Next Page »

Showing 1 to 25 of 27 entries

Page 1 | 2

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.