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
Michael James DimaggioBaystate Wealth ManagementBaystate Wealth Management02-11-2010
Thomas Neal O'ConnorBaystate Wealth ManagementMetLife Securities Inc.02-11-2010
John Joseph FarrellyBaystate Wealth ManagementBaystate Wealth Management02-17-2010
Heidi Lydia HansonBaystate Wealth ManagementBaystate Wealth Management02-23-2010
James Stephen WolfsonBaystate Wealth ManagementBaystate Wealth Management03-09-2010
Patrick Joseph HintonBaystate Wealth ManagementBaystate Wealth Management03-09-2010
Gregory Jude PintoBaystate Wealth ManagementMetLife Securities Inc.04-21-2010
Kristin Ann NordahlBaystate Wealth ManagementBaystate Wealth Management06-15-2010
Guido Mogatti SarcioneBaystate Wealth ManagementMML Investors Services, LLC06-15-2010
Ronald Paul KashmanianBaystate Wealth ManagementBaystate Wealth Management06-22-2010
Alan Craig BolotinBaystate Wealth ManagementBaystate Wealth Management06-29-2010
Elaine Marie CarvelliBaystate Wealth ManagementBaystate Wealth Management07-02-2010
John Richard PrattiBaystate Wealth ManagementBaystate Wealth Management07-12-2010
Herbert Karl DaroffBaystate Wealth ManagementBaystate Wealth Management07-27-2010
James Richard DrummeyBaystate Wealth ManagementBaystate Wealth Management09-03-2010
Louis Anthony CardinaleBaystate Wealth ManagementBaystate Wealth Management09-08-2010
Thomas Joseph Bottone Jr.Baystate Wealth ManagementBaystate Wealth Management09-13-2010
Benjamin CardinaleBaystate Wealth ManagementBaystate Wealth Management09-16-2010
Erik M PottsBaystate Wealth ManagementPanorama Wealth Strategies, LLC09-16-2010
Robert Clayton Burns Jr.Baystate Wealth ManagementBaystate Wealth Management10-25-2010
Susan Weidner CookeBaystate Wealth ManagementBaystate Wealth Management11-23-2010
Duston LadieuBaystate Wealth ManagementBaystate Wealth Management12-14-2010
James Lee BoudreauxBaystate Wealth ManagementBaystate Wealth Management12-23-2010
Andrew Coe ClearyBaystate Wealth ManagementBaystate Wealth Management01-04-2011
Joseph Parker DaviesBaystate Wealth ManagementBaystate Wealth Management02-15-2011
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Showing 1 to 25 of 81 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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