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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Jeffrey FuellemanUBS Financial Services Inc.Credit Suisse Securities (USA) LLC$15001-28-2019
Ernest Lewis Macvicar IIIRelative Value Partners, LLCCredit Suisse Securities (USA) LLC10-26-2017
Robert Joseph PeetWells Fargo Clearing Services, LLCCredit Suisse Securities (USA) LLC05-31-2016
Stephanie C. CarlisleMorgan StanleyCredit Suisse Securities (USA) LLC04-19-2016
William Knight Blanchard Jr.UBS Financial Services Inc.Credit Suisse Securities (USA) LLC04-07-2016
Peter Byron SmithWells Fargo Clearing Services, LLCCredit Suisse Securities (USA) LLC04-01-2016
Michael Edward SakachMorgan StanleyCredit Suisse Securities (USA) LLC03-18-2016
James WhitneyMorgan StanleyCredit Suisse Securities (USA) LLC$10003-18-2016
Mary D. DichristofanoMorgan StanleyCredit Suisse Securities (USA) LLC03-18-2016
Jason Robert StaleyMorgan StanleyCredit Suisse Securities (USA) LLC03-18-2016
David Allan HirschUBS Financial Services Inc.Credit Suisse Securities (USA) LLC$15003-11-2016
James C KellyUBS Financial Services Inc.Credit Suisse Securities (USA) LLC03-11-2016
Timothy DarraghStifel, Nicolaus & Company, IncorporatedCredit Suisse Securities (USA) LLC$10002-25-2016
Alan Frederic MyersWells Fargo Clearing Services, LLCCredit Suisse Securities (USA) LLC02-18-2016
Paul Gerard VandenheuvelUBS Financial Services Inc.Credit Suisse Securities (USA) LLC$10002-16-2016
Andrew E. ThompsonWilliam BlairCredit Suisse Securities (USA) LLC$1001-06-2016
Philip Edward CowenWells Fargo Clearing Services, LLCCredit Suisse Securities (USA) LLC01-04-2016
John Andrew CochraneUBS Financial Services Inc.Credit Suisse Securities (USA) LLC12-16-2015
Jeffrey Robert MosterUBS Financial Services Inc.Credit Suisse Securities (USA) LLC12-08-2015
Christopher R McCormickUBS Financial Services Inc.Credit Suisse Securities (USA) LLC12-08-2015
Matthew NorwoodUBS Financial Services Inc.Credit Suisse Securities (USA) LLC12-08-2015
Marcia Betsy PayneUBS Financial Services Inc.Credit Suisse Securities (USA) LLC11-19-2015
Christian Nathaniel HabitzJ.P. Morgan Securities LLCCredit Suisse Securities (USA) LLC11-17-2015
Mark Christopher HutchinsonUBS Financial Services Inc.Credit Suisse Securities (USA) LLC$10011-03-2015
Lawrence David GilbertWilliam BlairCredit Suisse Securities (USA) LLC$5010-08-2015
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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.