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
Stacy HoffmanMML Investors Services, LLCMetLife Securities Inc.$7303-25-2017
Steven Gary NewmanMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Samuel Andrew LeonardMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Antonios George FranksMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Tomislav GovorcinMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Scott MarcinMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Joseph Anthony ParisiMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Jacob GlofkaMML Investors Services, LLCMetLife Securities Inc.$3303-25-2017
Anil LambaMML Investors Services, LLCMetLife Securities Inc.$3303-25-2017
Edward Eric ZangMML Investors Services, LLCMetLife Securities Inc.$3203-25-2017
John Thomas MurphyMML Investors Services, LLCMetLife Securities Inc.$3203-25-2017
Douglas Jordan LicariMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Joseph Mario MinieriMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Fazal Imtazam MuhammadMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
James Kenneth Krueger Jr.MML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Joylynn Veronica GandolfiMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Kenneth J ConwayMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Esther M TamMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
William Alan EdelsonMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Sunnie Park LeeMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
William Charles RiechertMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
George Weston SmithMML Investors Services, LLCMetLife Securities Inc.$2403-25-2017
George Kostov Bidjov Jr.MML Investors Services, LLCMetLife Securities Inc.$2203-25-2017
Samuel Leonardo TerrazzinoMML Investors Services, LLCMetLife Securities Inc.$1603-25-2017
Vincent James PaoneMML Investors Services, LLCMetLife Securities Inc.$1503-25-2017
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Showing 26 to 50 of 345 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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