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
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

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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.


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