Advisers on the Move TEST

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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Matthew BankheadMorgan StanleyUBS Financial Services Inc.02-14-2020
Jeffrey Alan GoodsteinMorgan StanleyUBS Financial Services Inc.02-14-2020
Brian J GormleyMorgan StanleyUBS Financial Services Inc.02-14-2020
Sarah Elizabeth BirdMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-20-2019
Nathaniel Robert Bucklin OsborneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2019
Santo DiminoMorgan StanleyThe Patriot Financial Group, LLC11-20-2019
Evangelos IoakimidisMorgan StanleySantander Securities LLC10-16-2019
Brianna HurleyMorgan StanleySantander Securities LLC07-09-2019
Maria Anna StaffiereMorgan StanleyWeston Securities Corporation$1,00006-21-2019
Kerry Paul FalcoMorgan StanleyWeston Securities Corporation$1,00006-21-2019
Julia Marie SkamaryczMorgan StanleyUBS Financial Services Inc.06-20-2019
Derrick William BeckwithMorgan StanleyEquinox Group Distributors, LLC06-19-2019
Aaron Jacob GolubMorgan StanleySanford C. Bernstein & Co., LLC06-19-2019
Saba AlelishviliMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Craig Ryan StaceyMorgan StanleyFidelity Personal and Workplace Advisors06-10-2019
James Albert WilliamsonMorgan StanleyMorgan Stanley$3806-07-2019
Moshup Alexander GalbraithMorgan StanleyOppenheimerFunds Distributor, Inc.06-06-2019
Beth MurrayMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-16-2019
Deirdre DennehyMorgan StanleyBoston Private Wealth05-07-2019
Timothy David LonerganMorgan StanleyBoston Private Wealth05-07-2019
Sanhita BhattacharyaMorgan StanleySantander Securities LLC04-16-2019
Dawn Marie CobakMorgan StanleyMML Investors Services, LLC12-14-2018
Suzanne Jennifer BrownMorgan StanleyRaymond James Financial Services, Inc.11-20-2018
Aya Mostafa MetwallyMorgan StanleyCitizens Securities, Inc.10-25-2018
Hamilton R SorianoMorgan StanleyMorgan Stanley08-10-2018
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Showing 1 to 25 of 219 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.