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
John G WesleyLPL Financial LLCMorgan Stanley & Co. LLC03-26-2009
Dariusz Z DomanskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley & Co. LLC$5001-15-2009
Steven Paul Gobel Sr.Morgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Frederick J HusseyMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Keith Seward PomeroyMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Michael J Gregory Jr.Morgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
James Michael Walsh JrMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Todd Harrington WetzelMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Glendon Herrick PomeroyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Joseph Michael McLaughlinMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Todd Vern WalkerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Michael Antony JuddMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Richard Francis Connolly Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Donna Katz ColahanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Mark David BrownMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
David Alfred MancinelliMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Robert Charles Wyman Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Richard Jay DotoloMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Harold Richard Beacham Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Elliot Stewart HonigMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Patrick Sean CurtisMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Geoffrey G BurnsMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Benjamin Hamilton Moore Sr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Edward Jack BilzerianMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Bradley Alan RobertsMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Next Page »

Showing 1 to 25 of 89 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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