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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kevin Bradly BuschMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC$5009-16-2019
Joseph Madonna IVMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC05-07-2019
Eric Brady Lubin, Thomas StrackhouseMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC01-07-2019
Jacob Siano WhalenMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC12-18-2018
Danny N. GomezMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC12-06-2018
Scott PollackMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-05-2018
Andrew Anthony Marchionni IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC09-26-2018
Giordan Marc ZaroMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC02-06-2018
Nicholas Lane BuglisiMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC01-03-2018
Samuel Aaron ChernyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC12-12-2017
John Daniel TrautMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC10-24-2017
Carly CaroselliMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC08-01-2017
Yaron Abdul-RazakMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC06-28-2017
Jacqueline Marie ScheibleMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC06-28-2017
Kristian Michael HernandezMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-28-2017
Isaac M SprecherMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-04-2017
Patrick James TonnoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC01-21-2016
David L. KennyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC01-15-2016
Adam TettMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC05-08-2015
Meaghan SheehanMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-13-2015
Jaime W WrightMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC$5003-06-2015
Vassil N. NikolovMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-01-2014
Diego Alonso ObandoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC08-16-2013
Henry MarinMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC02-24-2012
Richard Jeffrey JeromeMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC$20004-14-2011
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Showing 1 to 25 of 26 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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