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
Dawn Marie CobakMorgan StanleyMML Investors Services, LLC$112-14-2018
Suzanne Jennifer BrownMorgan StanleyRaymond James Financial Services, Inc.11-20-2018
Aya Mostafa MetwallyMorgan StanleyCitizens Securities, Inc.10-25-2018
Christopher J BoydMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2018
Sullivan Reid ConleyMorgan StanleyPurshe Kaplan Sterling Investments01-08-2018
Shellycolleen Ann CovilleMorgan StanleyEdward Jones$2510-16-2017
Samuel A BachelderMorgan StanleyDeutsche Bank Securities Inc.08-29-2017
Christine CaronaMorgan StanleyUBS Financial Services Inc.07-28-2017
Christopher CarreraMorgan StanleyEdward Jones05-22-2017
Matthew Ronan ReillyMorgan StanleyUBS Financial Services Inc.$105-19-2017
David J. Chapin Jr.Morgan StanleyTD Private Client Wealth LLC04-27-2017
Jonathan David SullivanMorgan StanleyLincoln Financial Distributors, Inc.$104-20-2017
Matthew Ellis TaussigMorgan StanleyVP Distributors LLC03-30-2017
Alexander Crawford ChigasMorgan StanleyFidelity Brokerage Services LLC03-13-2017
Bridget Middle GrahamMorgan StanleyMML Distributors, LLC02-22-2017
Lisa Kibbe MatthewsMorgan StanleyWinslow Wealth Management LLC$10001-19-2017
Daniel Francis JonesMorgan StanleyMirus Securities, Inc.09-15-2016
Judith Anne KortabaniMorgan StanleyStifel, Nicolaus & Company, Incorporated09-14-2016
Daniel O'Hare NevilleMorgan StanleyBankers Life Securities, Inc.09-01-2016
Jeffrey James CramptonMorgan StanleyAmeriprise Financial Services, Inc.$5008-26-2016
Mark Anthony BavaroMorgan StanleyAcademy Securities, Inc.08-08-2016
David Christopher O'BrienMorgan StanleyWells Fargo Funds Distributor, LLC08-02-2016
Calixto PerezMorgan StanleyEaton Vance Distributors, Inc.04-06-2016
Brian Michael ChiltonMorgan StanleyCredit Suisse Securities (USA) LLC$103-16-2016
Alan Ahmet AtamerMorgan StanleyRBC Capital Markets, LLC03-04-2016
Next Page »

Showing 1 to 25 of 142 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.


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