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.Recruiting Scoreboard (Q4 2019)
Recruiting Gains
Recruiting Losses
Net Gains
Latest moves
| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Albert Sebastian Toto III | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | — | 10-30-2009 |
| Harry Jeffrey Davis | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | — | 01-14-2011 |
| Michael Gene Sperlinga | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | $150 | 06-03-2011 |
| Thomas Rendal Gilmore, Andrew Seidlitz Blackwell | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | $50 | 06-17-2011 |
| Jesse Edward Burnett | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | $50 | 10-28-2011 |
| Devin Christopher Condron | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | $150 | 02-24-2012 |
| Edward Keith Long, Joseph Gerard Reilly, Jason Derek Devito | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | $25 | 03-02-2012 |
| Devin Condron | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | $830 | 03-06-2012 |
| Keith Long, Joseph Reilly, Jason Devito | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | $385 | 03-16-2012 |
| Joseph Edward Travaglini | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | — | 03-01-2013 |
| Bibekananda Das | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | — | 03-13-2013 |
| David Zhenxiong Li, Jason W Camuti | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | — | 07-05-2013 |
| Lisa H Svensson | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | $25 | 05-01-2015 |
| Kevin Paul Wythe | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | — | 10-09-2015 |
| Zachary Scott Hanoyan | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | $250 | 02-19-2016 |
| Silvio Stumpo, James V. Gennari Jr. | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | — | 02-19-2016 |
| Christopher Boyd | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | — | 02-21-2018 |
| Saba Alelishvili | Morgan Stanley | Merrill Lynch, Pierce, Fenner & Smith Incorporated | — | 06-17-2019 |
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.
