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
Aaron WhiteMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Adam Francis ShapiroMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Adam Scott KendallMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Aimee Demariano CoganMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Alexandre Raoul BlagojevicMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Alvaro Enrique Alvarez Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Andrew Barry SchultzMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Andrew Benedict Carroll Sr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Andrew C BaggsMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Andrew Ferrell FeinbergMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Andrew James DillMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Andrew Jonathan MenachemMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Anthony Dominic PolimeniMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Barbara Jeane ZechMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Benjamin M. CrumMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Blair Jan CiklinMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Blake HallockMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Brandon Jeffrey WatersMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian Alexander De SouzaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brian Joseph MalisonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian M. CurrieMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Carl Edward JensenMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Cedric D. AlexanderMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Charles Laskey Minter Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Christian Ryan DouglasMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Next Page »

Showing 1 to 25 of 204 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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