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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Christopher FraserMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2018
Adam Gerald DegiorgioMorgan StanleyJ.P. Morgan Securities LLC08-25-2015
Aishwarya Rajeev AdyanthayaMorgan StanleyEdward Jones06-10-2016
Ana Maria AlburquerqueMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2018
Anna Delia AlvaradoMorgan StanleyJ.P. Morgan Securities LLC11-06-2014
Anthony John Deguzman EsguerraMorgan StanleyWells Fargo Clearing Services, LLC$5010-05-2012
Bahadir SenelMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2020
Bradley P KnightMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-24-2018
Brian C Bolton IIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2020
Cesar Martin Castelo JrMorgan StanleyJ.P. Morgan Securities LLC11-15-2013
Christopher Bruce RagazzoMorgan StanleyCredit Suisse Securities (USA) LLC09-18-2015
Christopher Conrad VadrevuMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-10-2019
Christopher J AngerMorgan StanleyVanguard Marketing Corporation04-08-2019
Connor Ward MessmanMorgan StanleyVanguard Marketing Corporation07-06-2020
Damen J ChanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-15-2019
Daniel Kevin ThomasMorgan StanleyKestra Investment Services, LLC06-14-2018
David M HallMorgan StanleyVanguard Marketing Corporation11-15-2018
David Thomas HixonMorgan StanleyProEquities, Inc.06-20-2013
Donald M GatewoodMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2018
Dylan CooperMorgan StanleyVanguard Marketing Corporation08-02-2018
Edgar A AcostaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-28-2018
Eric Andrew OlsonMorgan StanleyJ.P. Morgan Securities LLC02-02-2015
Eric Joseph TranMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-15-2019
Eric Wilson BurnsMorgan StanleyJ.P. Morgan Securities LLC04-05-2017
Geoffrey D GarnerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2019
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Showing 1 to 25 of 86 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.