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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Eric John StramielloJ.P. Morgan Securities LLCChase Investment Services Corp.$7510-01-2012
Christopher Nicholas KoryJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Rodouane RaguiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Craig Alan Foster Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael Brent KislinJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Gary Allan AvidonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Eddie ColonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Juan Carlos De ChoudensJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Thomas Jerome LebowJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Diana Timolien NeptuneJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Heather Strobel GrossoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Paul SusanaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Gina Marie VolpacchioJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Imad Salem AfiouniJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Matthew Eric SeitzJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Keven James DemottJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Wiwatsorn ViwatthanasornJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Melinda LeeJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bashkim QosjaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Victor M Negron Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Janice E. LorenzettiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael Leonard Camarco IVJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David SpiecherJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-31-2013
Brian Patrick AshleyJ.P. Morgan Securities LLCHSBC Securities (USA) Inc.$5004-11-2014
Scott Joseph RickmanJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-05-2014
Next Page »

Showing 1 to 25 of 37 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.