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
Amirjon SalomovMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.07-18-2016
Brandon Spencer SieversMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-03-2016
Brian Harris HesselMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.10-26-2012
Brian Patrick DrummMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.02-19-2013
Bryan C. D'AlessandroMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.05-20-2011
Christopher J MetterMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-07-2011
Christopher J ReinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-26-2012
Cynthia Q. PanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.07-29-2016
Damianos TheodorouMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-21-2011
Dinoe J WilsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.02-15-2017
Ho Ho-Sung ByunMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.$5012-18-2015
Jarrett Keith FeltonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-24-2012
John T ChaseMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.11-09-2009
Joshua Noah EllnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.05-23-2014
Matthew E UngerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.05-08-2015
Na LiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.09-27-2016
Neil S CohenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.01-21-2010
William Weiming CuiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.10-15-2012

Showing 1 to 18 of 18 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.