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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Anthony AllenspachMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Diane Marie RademacherMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Charles Leonard Raymond Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Nicholas Ralph ZichellaMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Michael Lewis GreenMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Paul Frederick SodkoMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Craig Allen RaymondMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Timothy Richard YoungMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Niall Joseph GannonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Randall Elliot GreenMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Robert Joseph Hassett IIMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Peter Joseph SadloMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Matthew William RogersMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Daniel Joseph GanslerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Archie Paul KangetheMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Whitelaw Todd Terry Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Harrison Patrick HillMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Ryan Carl GrooseMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Shaun Michael FlaniganMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Gregory G. GilsinnMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Kyle Lee JacksonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Marlin F FiolaMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Henry Albert Johnson IIIMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Elizabeth Joy FratturaMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Kimberly Jo NicholsMorgan StanleyCitigroup Global Markets Inc.06-01-2009
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Showing 351 to 375 of 2,452 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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