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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Craig NajarianMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Kevin Christopher SykesMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Gerald James LevanMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Kevin Paul Eric PickardMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Michael Lewis BlockMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Allen FergusonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Jeffrey Michael StanderMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Mark F ThistlethwaiteMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Mark Philip SchmidtMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Dennis J MooradianMorgan StanleyCitigroup Global Markets Inc.06-01-2009
James Conway RivardMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Scott Allen LewisMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Clifford Marc MigdalMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Rachel E. LaugMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Dennis Patrick CavanaughMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Lawrence Steven StillwaterMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Jason R. MayMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Dane Matthew SextonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Michael Sia BellwareMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Effie KatsisMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Robert Andrew AmboianMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Thomas WelchMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Barbara Ann StensonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Robert Allen DeclercqMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Jason Andrew IdziakMorgan StanleyCitigroup Global Markets Inc.06-01-2009
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Showing 176 to 200 of 277 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.

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