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
Adam Russell KearneyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-25-2010
Alan Ferreira Braga Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-29-2019
Alejandro BustamanteMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2013
Alex Muscati IIIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-20-2012
Alex PerezMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-17-2018
Alexander Quintino De OliveiraMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-09-2010
Alison Nicole CantorMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-10-2012
Alvaro UribeMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-20-2016
Andres EcheverriMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-20-2016
Angelyn Partridge BredaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2013
Anthony Wayne TortorielloMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-01-2011
Audeidra Elise JonesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1010-31-2016
Bart Samuel CohodasMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-09-2011
Brad Mitchell WeinmanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-13-2017
Brad WeinmanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$24001-13-2017
Brandon OliverMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$9003-23-2010
Casey James ReaseMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-28-2013
Charles Warren Willis, Barry Michael Cohen Jr., Elizabeth Zoe Jarzen, Rushton K AllenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$4705-05-2017
Christopher D. FuentesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1011-30-2012
Christopher David AitkenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2012
Damian John PardoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10007-12-2012
Daniel Paul CradyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-10-2012
Dante NeyraMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-27-2014
Dante Wilfredo Neyra Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15006-27-2014
David Aaron CohenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-18-2011
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Showing 1 to 25 of 93 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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