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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John S BonatakisRaymond James & Associates, Inc.Morgan Stanley & Co. LLC$10002-02-2009
Charles M BonatakisRaymond James & Associates, Inc.Morgan Stanley & Co. LLC$15002-02-2009
Geoffrey William MooreRaymond James & Associates, Inc.UBS Financial Services Inc.$20002-03-2009
Michael Anthony SerafinoRaymond James & Associates, Inc.UBS Financial Services Inc.$25002-03-2009
Stephen George SykesRaymond James & Associates, Inc.UBS Financial Services Inc.$15005-15-2009
Paul Frederick ClarkRaymond James & Associates, Inc.UBS Financial Services Inc.$50005-15-2009
Ryan Andrew BrassardRaymond James & Associates, Inc.UBS Financial Services Inc.$10001-11-2010
Joseph Paul WoitkoskiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10002-05-2010
Thomas G WardRaymond James & Associates, Inc.Thomas Weisel Partners LLC$25009-07-2010
Marilyn Donna DrobiarzRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10008-12-2011
John Jason FlahertyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-12-2011
Gary Edward McGovernRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-12-2011
Francis Patrick McDonnell IIIRaymond James & Associates, Inc.RBC Capital Markets, LLC08-12-2011
James J DowdRaymond James & Associates, Inc.Morgan Stanley$10002-10-2012
Daniel Jon RabatskyRaymond James & Associates, Inc.Morgan Stanley05-11-2012
Jamil EyvazzadehRaymond James & Associates, Inc.Morgan Stanley$15005-25-2012
Mark William TeedRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50009-14-2012
Paul Gerard ChiampaRaymond James & Associates, Inc.Morgan Stanley$15011-13-2012
George Constantine GouzounisRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50009-13-2013
Peter Russell AlberdingRaymond James & Associates, Inc.UBS Financial Services Inc.$10003-19-2014
Steven Ownen TrippRaymond James & Associates, Inc.Edward Jones04-08-2014
Robert Alexander ClaysonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$15006-20-2014
Paul Robert Fehrenbach Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10008-08-2014
Paula Marie WalczykRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50009-26-2014
Jonathan Richard CrawleyRaymond James & Associates, Inc.J.P. Morgan Securities LLC$50001-12-2015
Next Page »

Showing 1 to 25 of 48 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.