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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jonathan ChuMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2,00003-06-2020
Gina Marie Barcello-ReedMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2020
Kenny Won ChangMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-06-2020
Greg T BentleyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2502-28-2020
Kyle M DileoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-28-2020
James Colin MoranMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-20-2018
Mavi Djata ThorpeMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-12-2018
John Joseph Benigno IIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-22-2018
John Thomas Del MauroMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$107-17-2017
Shaun Templeton FultonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2017
Michael Andrew BorselloMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$20004-21-2017
Jeffrey Scott SmulevitzMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-04-2017
Gerard Ronald TischioMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-30-2017
Michelle Lee CrisalliMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$23003-30-2017
Rohit K BhallaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-17-2017
Robert Kay SchusterMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2017
Donald John WitkowskiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2017
Glen Patrick GillMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2017
Lewis Todd LevineMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-17-2017
Jonathan B FetnerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-17-2017
Edward Philip BellMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-08-2016
Jean-Paul BresciaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15009-08-2016
Stephanie M ChappineMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-08-2016
Andrew MazzoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-08-2016
Kourtney Lyn ClarkeMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2016
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Showing 1 to 25 of 122 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.