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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anu Kumar SharmaJ.P. Morgan Securities LLCMorgan Stanley06-07-2019
Raquel Fernanda Pazmino-CoffJ.P. Morgan Securities LLCMorgan Stanley09-25-2018
Patrick M MurphyJ.P. Morgan Securities LLCMorgan Stanley$2506-20-2018
Hugh Michael ReillyJ.P. Morgan Securities LLCMorgan Stanley$10005-18-2018
Melinda Gabrielle CloobeckJ.P. Morgan Securities LLCMorgan Stanley$1,00001-26-2018
John William SlatteryJ.P. Morgan Securities LLCMorgan Stanley$50001-26-2018
Irene KhaneJ.P. Morgan Securities LLCMorgan Stanley12-11-2017
Stephen MalfitanoJ.P. Morgan Securities LLCMorgan Stanley$10011-02-2017
James Peter CordonJ.P. Morgan Securities LLCMorgan Stanley$15011-01-2017
Barry Frank FleischerJ.P. Morgan Securities LLCMorgan Stanley11-01-2017
David John PanzicaJ.P. Morgan Securities LLCMorgan Stanley11-01-2017
Brandon PotterJ.P. Morgan Securities LLCMorgan Stanley10-27-2017
Leonel Labaredas Chaves Jr.J.P. Morgan Securities LLCMorgan Stanley$1008-07-2017
Neil Ivan CanellJ.P. Morgan Securities LLCMorgan Stanley$1004-11-2017
Jay Barry CanellJ.P. Morgan Securities LLCMorgan Stanley$30004-10-2017
Kyle Nicholas DriscollJ.P. Morgan Securities LLCMorgan Stanley04-10-2017
Benjamin Zachary MayoJ.P. Morgan Securities LLCMorgan Stanley04-10-2017
Aldi TafaniJ.P. Morgan Securities LLCMorgan Stanley11-23-2016
Matthew ReinhartJ.P. Morgan Securities LLCMorgan Stanley11-23-2016
Naptalli R. ReynoldsJ.P. Morgan Securities LLCMorgan Stanley11-16-2016
Peter Yong JuJ.P. Morgan Securities LLCMorgan Stanley02-01-2016
Frank MentoneJ.P. Morgan Securities LLCMorgan Stanley06-29-2015
Robert Irwin CoxJ.P. Morgan Securities LLCMorgan Stanley06-01-2015
Matthew W. KillipJ.P. Morgan Securities LLCMorgan Stanley04-21-2015
Justin Matthew McCloskeyJ.P. Morgan Securities LLCMorgan Stanley04-15-2015
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Showing 1 to 25 of 42 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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