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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John CultreraWoodbury Financial Services, Inc.Infinex Investments, Inc.10-03-2019
Christian TateoWoodbury Financial Services, Inc.MML Investors Services, LLC$5012-14-2018
Michael George HigginsWoodbury Financial Services, Inc.Fidelity Brokerage Services LLC11-07-2018
Thomas CastrovinciWoodbury Financial Services, Inc.Park Avenue Securities LLC08-01-2018
Kevin Joseph Murray Jr.Woodbury Financial Services, Inc.National Planning Corporation10-30-2017
Douglas Brent ZuckerWoodbury Financial Services, Inc.National Securities Corporation06-12-2015
Scott Lewis BernsteinWoodbury Financial Services, Inc.LPL Financial LLC06-01-2015
Salvatore Francis AgnelloWoodbury Financial Services, Inc.LPL Financial LLC$1006-01-2015
Fuqiong WangWoodbury Financial Services, Inc.MetLife Securities Inc.12-18-2014
Dominic Vincent PriviteraWoodbury Financial Services, Inc.American Portfolios Advisors, Inc10-27-2014
Robert James PollioWoodbury Financial Services, Inc.Gilford Securities Incorporated09-19-2014
Manoj Kumar PaulWoodbury Financial Services, Inc.AXA Advisors, LLC10-10-2011
Barry James LackingtonWoodbury Financial Services, Inc.NYLIFE Securities LLC04-11-2011
Sandra Rosemarie SalmonWoodbury Financial Services, Inc.New England Securities07-20-2010
Jesse Lunin-PackWoodbury Financial Services, Inc.Wall Street Access07-13-2010
Pei-Jye WangWoodbury Financial Services, Inc.USA Wealth Management LLC12-21-2009
Keith Michael PrestonWoodbury Financial Services, Inc.New England Securities09-04-2009
Hans Andrew StelzerWoodbury Financial Services, Inc.Thrivent Investment Management Inc.07-01-2009
Michael Martin BuschWoodbury Financial Services, Inc.Janney Montgomery Scott LLC$5001-26-2009

Showing 1 to 19 of 19 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.