Advisers on the Move TEST

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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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gabriela M. MaschmannUBS Financial Services Inc.Morgan Stanley$10007-28-2015
George C. DonUBS Financial Services Inc.Morgan Stanley11-14-2013
Greg Alan ThogersenUBS Financial Services Inc.Morgan Stanley$50007-16-2012
Gregory H RothUBS Financial Services Inc.Morgan Stanley$10001-09-2014
Henry Worth Boyce IIIUBS Financial Services Inc.Morgan Stanley$10002-27-2013
Hiromi HanamuraUBS Financial Services Inc.Morgan Stanley$50011-14-2013
Jaime Fernando De BettioUBS Financial Services Inc.Morgan Stanley09-19-2018
James Arthur Mucciaccio Jr.UBS Financial Services Inc.Morgan Stanley$50009-24-2015
James Stuart OkunUBS Financial Services Inc.Morgan Stanley$50012-04-2015
Jason Edward HughesUBS Financial Services Inc.Morgan Stanley$50009-12-2012
Jeanine Cecile WebsterUBS Financial Services Inc.Morgan Stanley$10008-06-2012
Jenelle Kay SmithUBS Financial Services Inc.Morgan Stanley04-12-2017
John Anthony BenitoaUBS Financial Services Inc.Morgan Stanley$10008-11-2014
John Daniel Forgatch Jr.UBS Financial Services Inc.Morgan Stanley05-10-2010
John Joseph PastorelloUBS Financial Services Inc.Morgan Stanley$50002-27-2013
John Michael MurphyUBS Financial Services Inc.Morgan Stanley$10002-24-2011
John Timothy McGee IIUBS Financial Services Inc.Morgan Stanley$25002-24-2012
John W. GrannisUBS Financial Services Inc.Morgan Stanley$10001-21-2011
Jordan A FuntUBS Financial Services Inc.Morgan Stanley$50003-26-2012
Joseph Horton McCampbell Jr.UBS Financial Services Inc.Morgan Stanley$50010-16-2014
Joseph Luis GuerreroUBS Financial Services Inc.Morgan Stanley$50003-10-2015
Joseph Martin LandesmanUBS Financial Services Inc.Morgan Stanley02-27-2013
Joshua David MixonUBS Financial Services Inc.Morgan Stanley07-16-2012
Justin K LeinsUBS Financial Services Inc.Morgan Stanley$50009-12-2012
Karen Schuman BarnesUBS Financial Services Inc.Morgan Stanley$10005-07-2012
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Showing 26 to 50 of 97 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.