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 A. RobartsMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
David Walter ForemanMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Edward Burke BuckleyMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Michael James ReidMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Randall H IwaiMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Jeffrey Paul GarzaMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Paul Andrew MinasianMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Alexander Wallace MaruszkoMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Daniel Correa IIIMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Christopher M CoyleMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
John Xenophones CondosMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
John Richard HegardtMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Lucie HonosutomoMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Philip Gregory MathiasMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Mark Brent SummersMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Joseph Vincent Pitrofsky Jr.Morgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Michael Charles MurrayMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Hari IyerMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Gail S SonnMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Lydia Michelle HoppsMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Michael Gregory BabykinMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Dwight Arthur MathesonMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Sandra Lee DevichMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Scott Dennis HafeliMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Joseph S Stern IIIMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
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Showing 201 to 225 of 568 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.

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