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
Earl Edward Vanlandingham IIIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5001-13-2012
Christopher David AitkenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2012
Alex Muscati IIIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-20-2012
Radenko DobrasMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2012
Enrique VilaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15003-15-2012
Damian John PardoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10007-12-2012
Richard KozakMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15007-13-2012
Alison Nicole CantorMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-10-2012
Roxann Twiggs SeatonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-17-2012
Samuel Gregory SeatonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-17-2012
Jean-Philippe GarcyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-29-2012
Luis Fuentes, Christopher Fuentes, Rosario HondermannMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$37311-30-2012
Luis Antonio FuentesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15011-30-2012
Christopher D. FuentesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1011-30-2012
Maria HondermannMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2012
Daniel Paul CradyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-10-2012
Noah Jordan SolomonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-10-2012
Victor CamaraMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-18-2013
Victor M CamaraMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5001-18-2013
Jared Victor IncinelliMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2013
Alejandro BustamanteMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2013
Jason Michael TrochessettMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-01-2013
Casey James ReaseMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-28-2013
Gaston Abello, Felix JaimovichMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$16504-05-2013
Felix Jaimovich, Gaston E AbelloMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-05-2013
« Previous PageNext Page »

Showing 26 to 50 of 93 entries

Page 1 | 2 | 3 | 4

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.