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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nathaniel Robert Bucklin OsborneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2019
Saba AlelishviliMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Beth MurrayMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-16-2019
Sean Michael CarrollMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2018
Robert E. FryMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-03-2018
Wilfredo Marquis RodriguezMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2018
David Trainor TremblayMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2018
Christopher J BoydMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2018
Todd Adam VogelMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10011-01-2016
William C MalagodiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-02-2016
Andrew Zimmerman, Edward Nabhan, Alexander Nabhan, Megan Cooney, James McIntyreMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1,20005-18-2016
Zachary Scott HanoyanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-19-2016
Silvio StumpoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$50002-19-2016
James V. Gennari Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-19-2016
Paul Michael Lane IIIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-19-2016
Kevin Paul WytheMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-09-2015
Deborah J NaylorMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-04-2015
Lisa H SvenssonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$25005-01-2015
Christian Charles StoneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-09-2013
David Zhenxiong LiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$14807-05-2013
Jason W CamutiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-05-2013
Jonathan GreerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$26204-05-2013
Joel CheryMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-15-2013
Bibekananda DasMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$25003-13-2013
Joseph Edward TravagliniMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$25003-01-2013
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Showing 1 to 25 of 50 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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