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
Anthony Joseph Zizzamia Jr.J.P. Morgan Securities LLCA.K. Capital, LLC09-13-2013
Kevin Robert StammJ.P. Morgan Securities LLCAegis Capital Corp.06-17-2013
Antoine Elias KaroutJ.P. Morgan Securities LLCAlexander Capital, L.P.05-04-2015
Naftoli HorowitzJ.P. Morgan Securities LLCAllianceBernstein L.P.02-04-2015
Madelyn Robin MillerJ.P. Morgan Securities LLCAllianceBernstein L.P.09-10-2012
Todd R. RichmanJ.P. Morgan Securities LLCAllianceBernstein L.P.01-23-2012
Marcus Foster KlineJ.P. Morgan Securities LLCAllianceBernstein L.P.03-28-2011
Scott W. ZemachsonJ.P. Morgan Securities LLCAllianceBernstein L.P.03-28-2011
Wenji ZouJ.P. Morgan Securities LLCAllied Millennial Partners, LLC03-07-2016
Robert John RossettiJ.P. Morgan Securities LLCAmerican Portfolios Financial Services, Inc.05-03-2016
Joseph Nicholas MazzuccoJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$10005-09-2016
Gregory Malcolm FerdinandJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$5002-06-2015
Ulugbek KhashimovJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.12-02-2013
Albert BinmanJ.P. Morgan Securities LLCAmeritas Investment Corp.02-08-2017
Alexander Patrick AvolioJ.P. Morgan Securities LLCAmeritas Investment Corp.01-14-2015
Jeffrey M ForbesJ.P. Morgan Securities LLCArive Capital Markets05-04-2016
Jason Dennis DelgadoJ.P. Morgan Securities LLCAST Investor Services LLC01-11-2016
Christopher Stephen Devlin Jr.J.P. Morgan Securities LLCAXA Advisors, LLC07-02-2019
Graziano Frank RotelliniJ.P. Morgan Securities LLCAXA Advisors, LLC05-16-2019
Anthony Michael ReboliniJ.P. Morgan Securities LLCAXA Advisors, LLC12-12-2018
Andrew William SuraceJ.P. Morgan Securities LLCAXA Advisors, LLC05-23-2018
Bruce IaconoJ.P. Morgan Securities LLCAXA Advisors, LLC05-15-2018
Armand ArteagaJ.P. Morgan Securities LLCAXA Advisors, LLC11-03-2017
Matthew J. RoblesJ.P. Morgan Securities LLCAXA Advisors, LLC09-06-2017
Salvatore John CiprianoJ.P. Morgan Securities LLCAXA Advisors, LLC06-09-2017
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Showing 1 to 25 of 781 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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