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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Harold Dadford West IIIMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Andrew James EngelsMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Cynthia Marie VavrikMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Jay K. SteinhilberMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Thomas Robert CurreyMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Paul Donald MangheraMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Gilaad MatarMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Patrick Robert DonnellyMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Sean Kevin LannanMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Scott P BerkMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Dan Patrick HoffmannMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Todd Neil HatfieldMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Scott Edmund DavisMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Robert Douglas ManningMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Patrick James WolbeckMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Gregory Bannon StanwoodMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Charles Menke IIMorgan StanleyCitigroup Global Markets Inc.06-01-2009
James Brandon SorrellMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Angela Denise JacksonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Martin Karl PawelecMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Eric Scot LaughlinMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Gene MackevichMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Michael Joseph PuleoMorgan StanleyCitigroup Global Markets Inc.06-01-2009
James Matthews Lamoree Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Nathan John HuveldtMorgan StanleyCitigroup Global Markets Inc.06-01-2009
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Showing 51 to 75 of 217 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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