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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Evan SchorrMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
David Henry BraskMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Eric Scott BooryMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Thomas Partick MadarasMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Lisa Marie HandyMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Michael William SeaverMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Michael John OliverMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Jack Antoun JibrineMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
John Patrick AhartMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Philip Edward YellovichMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Gerald Samuel SilverMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Sergio Anthony Piccinich Jr.Morgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Jacquelyne Kennedy WhiteMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Robert Scott McAllisterMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Thomas W RoweMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Scott M StrubleMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
David Leonard SassoMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Dianne Lorraine ZhilitskyMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Daniel Patrick O'NeillMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
George Richard GarrityMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Amy Kaiser ColemanMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Steven Ian BorensteinMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Joseph Paul VoltaireMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Brandon Michael GioiaMorgan StanleyMorgan Stanley & Co. Incorporated$5006-01-2009
Jason Michael WeinsteinMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
« Previous PageNext Page »

Showing 126 to 150 of 575 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.