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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles Anthony AlbaneseMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Matthew Sykes CoeMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Herbert Alan BeronMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Michael John GrantMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Robert Davidson Correll Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Michael Dean RasnerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Carlos M. CoutoMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
William Campbell GibsonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
David Scott WeinermanMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Marc Ellis WisotskyMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Maryann Elizabeth ChibbaroMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Kenneth Jay BerkMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Cynthia Louise MillerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Patricia Winter DavidsonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Maureen TattoliMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Albert BackusMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Victor Josef RocckiMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Charles Hahn Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Derek Ross LevyMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Edmund Michael IannelliMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Kevin Joseph LawlorMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Michael John RiccaMorgan StanleyCitigroup Global Markets Inc.06-01-2009
John Francis NardoneMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Scott Frank MahoneyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
John Murray BadenhopMorgan StanleyCitigroup Global Markets Inc.06-01-2009
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Showing 251 to 275 of 575 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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