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
Tracy Long BirdMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Thomas Martin SchmitzMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Michael Patrick MoninMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Bayard T Demallie IIIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Harvey Charles LiebermanMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Mark S PierreMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Sergio MejiaMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Mitchell David SteinMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Stephen Edward DauerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Jason BradburnMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Carlton Clough AngstMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Robert Peter AntlerMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
David Louis SackMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Glenn T Miller Jr.Morgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Mary Beth SullivanMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
John Bernard CoyneMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Thomas Francis Conway Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Arthur Warren TuttleMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Linda Joyce RhodesMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
David Howard BeyerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Anthony MorganMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Sheila Terry CromwellMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Dean MarchitelloMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Sanford FeldmanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Charles Sidney WeilmanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
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Showing 351 to 375 of 8,976 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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