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
Michael J BukataMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley & Co. LLC$15003-25-2009
Laura Ladrigan CobbMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Jeffrey Michael HollahanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Curt Aaron BlikMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Dimitri Angelo SpanosMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Steven Allen ScottMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Allen Melvin PikeMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Diana Seligman GometzMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Robert James BancroftMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Jason Kingsley BleimeyerMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Kent Ray WeaverMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Anthony James MontgomeryMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Michael Gavin MettsMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Jeffrey Alan CainMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Theodore John Crowley IIMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Michael Robert WoodsMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Steven Mark RavnitzkyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Thomas G BlanchardMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brian Francis ScanlonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Robert Michael LenderinkMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Ross D PearlmanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Robert J McLaughlin Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Robert Edward Hic SolisMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Paulette TreguboffMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Christopher Joel TravelleMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Next Page »

Showing 1 to 25 of 40 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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