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
Barbara Hoff DavidmanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
David A TonkMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Edward Joseph MayMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
William Taylor Bowman Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
G. Martin AgebrandMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Autumn Buracker YamamuraMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Dana Weiss AlbrightMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Rebecca Grace BatizyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Gary Hal PerlMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Galina Yakovlevna EsterbyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Carol S. BowmanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Deric Kriston MartinMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Roger Howard PapazianMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Mary Colleen WrightMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Shawn Paul FowlerMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
James T. GormanMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Gary Bruce HemmingsMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
George Michael BelmeMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Schuyler E. Grey IIIMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Arthur Barry SegallMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Todd M. HauerMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Justin John FrameMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Gary Wayne EdgarMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Thomas Michael PechotaMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Alan MulstayMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Next Page »

Showing 1 to 25 of 26 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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