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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joel Ira BernsteinMetLife Securities Inc.Ameriprise Financial Services, LLC$2505-21-2013
Derrek Lewis MetzMetLife Securities Inc.Ameriprise Financial Services, LLC01-10-2012
Janice Regina BoothMetLife Securities Inc.Ameriprise Financial Services, LLC$5012-10-2010
Todd Robert SchroederMetLife Securities Inc.Ameriprise Financial Services, LLC$10008-25-2010
James Anthony MaderaMetLife Securities Inc.AXA Advisors, LLC$10007-24-2015
Felicia Jean CarucciMetLife Securities Inc.AXA Advisors, LLC09-26-2013
Bryn Michael DoyleMetLife Securities Inc.AXA Advisors, LLC12-02-2010
Johnny W. WrightMetLife Securities Inc.BrokersXpress LLC$1002-14-2012
Edwin Brooks LoomisMetLife Securities Inc.Cetera Advisor Networks LLC04-11-2016
Ryan Sean TaylorMetLife Securities Inc.Columbus Advisory Group, Ltd.11-02-2015
Martin James GirouardMetLife Securities Inc.Columbus Advisory Group, Ltd.03-30-2012
Arif M. BoysanMetLife Securities Inc.David Lerner Associates, Inc.05-26-2010
Christopher Charles HollandMetLife Securities Inc.Echotrade LLC11-22-2013
Rob John MasanottiMetLife Securities Inc.Forefront Capital Markets LLC$5008-13-2014
Brenden Matthew HagnerMetLife Securities Inc.Foresters Financial Services, Inc.08-09-2011
William Samuel NewmanMetLife Securities Inc.LPL Financial LLC03-23-2015
David HozerMetLife Securities Inc.LPL Financial LLC$5011-27-2012
Peter John HaynesMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$4209-01-2016
Anthony LeoneMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2015
Robert J SandMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2015
Jose Rubeiro Da CruzMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1007-10-2015
Gregg Thomas MaleriMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-17-2015
Gerald John JanoskoMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2011
Dawn Annette RobinsonMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-18-2009
Scott A. MyrickMetLife Securities Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2009
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Showing 1 to 25 of 41 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.