Advisers on the Move TEST

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
Andrew Joseph ManganielloAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10008-05-2016
Bernard Francis MckennaAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10002-27-2009
Christopher John BorsukAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25003-02-2012
Clifton W LeeAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-19-2014
Craig Michael RussAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-11-2011
David J SchraderAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-13-2017
David John Van SchaikAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10003-03-2009
David Oliver WrightAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-20-2012
Eva Judy TeilborgAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-20-2018
Frederick Leroy WrightAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10007-20-2012
George Paul PinkertonAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-06-2012
Gregory Patrick BarbaroAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50011-08-2019
James Bernard Fahey Jr.Ameriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50003-16-2012
James Douglas TuckerAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-08-2019
James Lee Howell Jr.Ameriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-18-2011
Jason Anthony HeldAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-18-2015
John Peter VeasAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25006-19-2009
John Timothy StrangAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10005-01-2015
Kevin Michael ConsidineAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$13505-18-2012
Levent Aziz BayrasliAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-16-2012
Lou DeMartinoAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-08-2019
Matthew ValentinoAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-23-2017
Michelle RussottoAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10010-15-2015
Paul Steven PlemenosAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50007-15-2015
Pio Francesco DefrancoAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50010-13-2017
Next Page »

Showing 1 to 25 of 39 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.