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
Peter John HaynesMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2016
E. B LoomisMetLife Securities Inc.Cetera Advisor Networks LLC04-11-2016
Brian EberleMetLife Securities Inc.ProEquities, Inc.01-29-2016
Ryan Sean TaylorMetLife Securities Inc.Columbus Advisory Group, Ltd.11-02-2015
Anthony Walter LeoneMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2015
Robert J SandMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2015
James Anthony MaderaMetLife Securities Inc.AXA Advisors, LLC07-24-2015
Jose Rubeiro Da CruzMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2015
Gregg Thomas MaleriMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-17-2015
William Samuel NewmanMetLife Securities Inc.LPL Financial LLC03-23-2015
Andrew Dominick RoselliMetLife Securities Inc.Morgan Stanley01-16-2015
Melissa A CiotoliMetLife Securities Inc.LPL Financial LLC10-28-2014
Rob J MasanottiMetLife Securities Inc.Forefront Capital Markets LLC08-13-2014
Christopher Charles HollandMetLife Securities Inc.Echotrade LLC11-22-2013
Felicia Jean CarucciMetLife Securities Inc.AXA Advisors, LLC09-26-2013
Vincent Nicholas MartinoMetLife Securities Inc.Infinex Investments, Inc.07-12-2013
Joel Ira BernsteinMetLife Securities Inc.Ameriprise Financial Services, Inc.05-21-2013
David HozerMetLife Securities Inc.LPL Financial LLC11-27-2012
Martin James GirouardMetLife Securities Inc.Columbus Advisory Group, Ltd.03-30-2012
Michael Alexander GeotesMetLife Securities Inc.Wells Fargo Clearing Services, LLC03-28-2012
Johnny W WrightMetLife Securities Inc.BrokersXpress LLC02-14-2012
Derrek Lewis MetzMetLife Securities Inc.Ameriprise Financial Services, Inc.01-10-2012
Thomas Michael Salvo Jr.MetLife Securities Inc.NYLIFE Securities LLC12-14-2011
Brenden Matthew HagnerMetLife Securities Inc.Foresters Financial Services, Inc.08-09-2011
Gerald John JanoskoMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2011
Next Page »

Showing 1 to 25 of 40 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.

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.