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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Catherine J SturtevantCitizens Securities, Inc.Edward Jones09-06-2019
Dennis R. MurphyCitizens Securities, Inc.Allstate Financial Services, LLC06-05-2019
Michael Angelo StinsonCitizens Securities, Inc.LPL Financial LLC04-23-2019
Alicia Chitrani GopiCitizens Securities, Inc.NYLIFE Securities LLC02-28-2019
Michael Victor WarrenCitizens Securities, Inc.AXA Advisors, LLC12-05-2018
Anthony Della VecchiaCitizens Securities, Inc.CUSO Financial Services, L.P.10-04-2018
Branden BorowiakCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-23-2018
Caroline Maria BravoCitizens Securities, Inc.M&T Securities, Inc.04-17-2018
Alexandra Isabella KennedyCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-04-2017
Joseph S. MuratoreCitizens Securities, Inc.M&T Securities, Inc.$27007-17-2017
Trevor E DearCitizens Securities, Inc.ESL Investment Services, LLC06-26-2017
Jesse J. FlintonCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-10-2016
Kenneth William Moyer Jr.Citizens Securities, Inc.International Assets Advisory, LLC$10003-07-2016
Jeffrey StarrCitizens Securities, Inc.Santander Securities LLC03-03-2016
Claudio Mario MastroianniCitizens Securities, Inc.M&T Securities, Inc.02-22-2016
Matthew Michael CorriganCitizens Securities, Inc.M&T Securities, Inc.12-14-2015
Michael Richard ShaverCitizens Securities, Inc.M&T Securities, Inc.12-10-2015
Brian MaskerCitizens Securities, Inc.NYLIFE Securities LLC10-08-2015
Peter George ValadeCitizens Securities, Inc.NYLIFE Securities LLC03-10-2015
David Matthew ReynoldsCitizens Securities, Inc.LPL Financial LLC12-04-2014
Brian James HoeckhCitizens Securities, Inc.M&T Securities, Inc.05-03-2010
James Mathew BrandemarteCitizens Securities, Inc.M&T Securities, Inc.11-09-2009
Robin Patricia LewandowskiCitizens Securities, Inc.M&T Securities, Inc.05-18-2009
Richard Farley Decker Jr.Citizens Securities, Inc.Banc of America Investment Services, Inc.03-09-2009

Showing 1 to 24 of 24 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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