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
James William KalinaLPL Financial LLCMorgan Stanley & Co. LLC05-04-2009
Paul Victor OlsonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Charles Henry RielandMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Eric FalldinMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Charles John McNamara Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Marcus Raymond WaterburyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Sean Gordon LutzMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Ryan Bartholome MuldowneyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Karen Rose MyersMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Gregory Scott BlackwoodMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Jonathan Jerome DaytonMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Roy F Smalley IIIMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Michael Thomas HanleyMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Jeffrey Edward GillisMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Chad Robert EllmanMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Gregory Charles RielandMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Kevin Dennis GrahekMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
John Michael MalknechtMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Claudia Waterloo TornquistMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Robert Craig O'NeilMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Matthew Joseph BuechelMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Joseph Lester HulbertMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brian John KlecanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Matthew Michael TuccittoMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Kristopher Kalvin BjorklundMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
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Showing 1 to 25 of 29 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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