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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Albert Sebastian Toto IIIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-30-2009
Harry Jeffrey DavisMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-14-2011
Michael Gene SperlingaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15006-03-2011
Thomas Rendal Gilmore, Andrew Seidlitz BlackwellMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-17-2011
Jesse Edward BurnettMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5010-28-2011
Devin Christopher CondronMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15002-24-2012
Edward Keith Long, Joseph Gerard Reilly, Jason Derek DevitoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2503-02-2012
Devin CondronMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$83003-06-2012
Keith Long, Joseph Reilly, Jason DevitoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$38503-16-2012
Joseph Edward TravagliniMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-01-2013
Bibekananda DasMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-13-2013
David Zhenxiong Li, Jason W CamutiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-05-2013
Lisa H SvenssonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2505-01-2015
Kevin Paul WytheMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-09-2015
Zachary Scott HanoyanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$25002-19-2016
Silvio Stumpo, James V. Gennari Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-19-2016
Christopher BoydMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2018
Saba AlelishviliMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019

Showing 1 to 18 of 18 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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