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
Alan John CorazzaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Albert BackusMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Albert Richard Lupcho Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Alvin C BogradMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Amy Kaiser ColemanMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Andre J DoucetteMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Andrew Todd SilvermanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Anna McKinnonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Anthony David ChuckMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Arnold Paul GermanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Arthur Jay PodnosMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian Gerard LanganMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Brian James BurnsMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian Price ManningMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Bruce L FischbergMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Carl Thomas Klech Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Carlos M. CoutoMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Carly Sara ZektzerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Carolyn Marie AndersonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Charles Anthony AlbaneseMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Charles Gerard HayesMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Charles Richman AllenMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Christopher A ReaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Christopher Amato IIMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Christopher Barrett CreamerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Next Page »

Showing 1 to 25 of 175 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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