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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott Joseph MacaioneWater Oak Advisors, LLCFidelity Brokerage Services LLC05-25-2011
Moritz Clemens MewsMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC08-08-2011
Trace Ryan ShapiroMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-03-2011
Paul Nicholas Schmidt IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-06-2011
Demel I GonzalezHeartwood Financial ServicesFidelity Brokerage Services LLC06-01-2012
Robert James TuckerCamarda Wealth Advisory GroupFidelity Brokerage Services LLC10-08-2012
Allen Lee Sasser Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-05-2012
Ronald Mckean HeymannDavis Capital ManagementFidelity Brokerage Services LLC01-22-2013
Valerie Jean HeinemanLPL Financial LLCFidelity Brokerage Services LLC$2503-18-2013
Kurt J. HarveyMorgan StanleyFidelity Brokerage Services LLC04-17-2013
Russell Glenn BedoreJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-15-2013
Mathew William TysonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-25-2013
Eric Robert AbbottJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-03-2013
Andrea Miyashiro CulbertsonUSAA Financial Advisors, Inc.Fidelity Brokerage Services LLC09-12-2013
Kyle Andrew StanutzMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC09-26-2013
Daibby MinogueJ.P. Morgan Securities LLCFidelity Brokerage Services LLC10-08-2013
Glenn Evans Holmes Jr.J.P. Morgan Securities LLCFidelity Brokerage Services LLC10-15-2013
Robert Earl TollettMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-02-2014
Cisar Gerald OcanaJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-23-2014
Christopher Charles GuidoJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$10008-05-2014
Justin William BowlesJ.P. Morgan Securities LLCFidelity Brokerage Services LLC08-05-2014
Michael Lawrence HaywardJ.P. Morgan Securities LLCFidelity Brokerage Services LLC10-23-2014
Ian S. MarkowitzState Farm VP Management Corp.Fidelity Brokerage Services LLC11-20-2014
Robert Anthony BurieMorgan StanleyFidelity Brokerage Services LLC08-10-2015
Michael M. CollettMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-10-2015
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Showing 1 to 25 of 64 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.

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