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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Albert Sebastian Toto IIIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-30-2009
Andrew Seidlitz BlackwellMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2011
Beth MurrayMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-16-2019
Bibekananda DasMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-13-2013
Brian W. BurkeMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2504-29-2011
Christian Charles StoneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-09-2013
Christopher BoydMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2018
Christopher Paul HickeyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2010
Christopher Ryan BaylesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-07-2010
Christopher S BrollyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2505-11-2012
Daniel Patrick FitzmauriceMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-27-2010
David Trainor TremblayMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2018
David Zhenxiong LiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-05-2013
Deborah J. NaylorMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-04-2015
Devin Christopher CondronMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15002-24-2012
Edward Keith LongMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2503-02-2012
Eric R MaiuriMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-21-2010
Harry Jeffrey DavisMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-14-2011
James R FlemingMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-16-2010
James V. Gennari Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-19-2016
Jason Derek DevitoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15003-02-2012
Jason W CamutiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-05-2013
Jesse Edward BurnettMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5010-28-2011
Joel CheryMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-15-2013
John H CunninghamMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-11-2012
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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.