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
William Arthur WaylettMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Keith Lennon MurrayMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Anthony David ChuckMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Vanessa Louise MccabeMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Sarkis Bedros ShirinianMorgan StanleyCitigroup Global Markets Inc.$1006-01-2009
Anthony Stephen FavorosoMorgan StanleyCitigroup Global Markets Inc.$1006-01-2009
Mark Stanton MarianiMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Susan Beth SilbermanMorgan StanleyCitigroup Global Markets Inc.$1006-01-2009
Peter Sloan GealtMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Edward C TimponeMorgan StanleyCitigroup Global Markets Inc.$1006-01-2009
Stephanie A. PetrosiniMorgan StanleyMorgan Stanley & Co. Incorporated$1006-01-2009
Richard M SchwartzMorgan StanleyCitigroup Global Markets Inc.$1006-01-2009
Lisa M LoretoMorgan StanleyCitigroup Global Markets Inc.$1006-01-2009
Richard Howard CampanellaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
George Randalll Burdge IIMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Steven Claude MatthewsMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Richard William ReissMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Howard ParkerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Barry David RothenbergMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Lawrence Neil DantusMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Michelle Nazzaro SchonbergMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Michael Paul MoffittMorgan StanleyCitigroup Global Markets Inc.06-01-2009
James Thomas O'HaraMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Christopher Barrett CreamerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Douglas Albert WeinmannMorgan StanleyCitigroup Global Markets Inc.06-01-2009
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Showing 201 to 225 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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