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
Ronald Jay BultmanMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Matthew J PursleyMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Patrick J. RivardMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Steven Haag RigaMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Thomas Edward GreenMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Michael Allan KnealeMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Kathleen Ann FitzgeraldMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Raphael BetanzosMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Michael Hong ChoMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Michael KokuboMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Andrew Joseph HowardMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Craig Stuart BalterMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Robert Allen HamiltonMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Larry Clifford BluhmMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Bruce Almo French Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
John Patrick SaccoMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Kevin John CurryMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Hugh T Carney IIIMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Scott Thomas NehraMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Marcia Anne MooreMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Sam SavasMorgan StanleyMorgan Stanley & Co. LLC$7506-01-2009
Daniel Ray GriswoldMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Glen Michael HackmanMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Michael Muldoon D'AgostinoMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Thomas Michael KlippsteinMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
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Showing 1 to 25 of 77 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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