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
Robert Manning LaniganMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
James Franklin YoungMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Kent Evans AtkinsonMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
John G. TofilonMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
John PethokoukisMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Justin Perry FredianMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Michael Kip LevertonMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Laurel Angela Long-EngelMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
James Michael MoriarityMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Michael David LaidlawMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Donald Jay MetterMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Luciane S. RoesslerMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Jonathan David BerryMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Kevin Robert LynchMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Matthew Thomas VossMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Brad Thomas DehondMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
John Fleming Ball Jr.Morgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Arthur PancoeMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Eliah Salem NajjarMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Timothy Neal SjostromMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Laura Galloway BordineMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Eric Stephen SchlipfMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Christopher Bryan WynerMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Kathryn Jo ThompsonMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Roberto Francesco BarbanenteMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
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Showing 1 to 25 of 33 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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