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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd M. HauerMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Kevin James GoldinMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Justin John FrameMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Mark Newman WarrenMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Bret Allen RobertsMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
David Thomas SurofchekMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Walter John RasmussenMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Gary Wayne EdgarMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
George Michael BelmeMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Timothy John KuhlmanMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Russell West PetrinMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Ronald Louis DiodosioMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Mary Colleen WrightMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Michelle Renee ConrardyMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
Shawn Paul FowlerMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Keith Royce RobinsonMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
Andrew Jonathan BurwellMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
James T. GormanMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Stephen Paul BetzMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
Gary Bruce HemmingsMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
John Kelly TuckerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Gregory Paul WatsonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Harold Bruce HeuerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Barbara Hoff DavidmanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Julie Rose StoneMorgan StanleyCitigroup Global Markets Inc.06-01-2009
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Showing 76 to 100 of 2,007 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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