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
Filippo Mario MaielloSantander Securities LLCEquinox Group Distributors, LLC10-18-2019
Filippo Mario MaielloSantander Securities LLCEquinox Group Distributors, LLC10-18-2019
Angel A PalaciosSantander Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2019
Louis John LamonteSantander Securities LLCJ.P. Morgan Securities LLC03-14-2019
Anthony Albert ManiscalcoSantander Securities LLCLPL Financial LLC02-21-2019
Laila ParveenSantander Securities LLCLPL Financial LLC02-15-2019
Anthony LanfranchiSantander Securities LLCPHX Financial, Inc.01-11-2019
Martin Nicolas LarrosaSantander Securities LLCJ.P. Morgan Securities LLC12-20-2018
Yury Frined OrtigozaSantander Securities LLCJ.P. Morgan Securities LLC10-25-2018
Joseph Lorenzo CofrancescoSantander Securities LLCAXA Advisors, LLC09-26-2018
Eli AcevedoSantander Securities LLCJ.P. Morgan Securities LLC05-11-2018
Peter Joseph CostaSantander Securities LLCCapital One Investing, LLC04-19-2018
Anthony Vincent MannoSantander Securities LLCJ.P. Morgan Securities LLC04-02-2018
Evelyn Geovanna CarreraSantander Securities LLCKestra Investment Services, LLC07-14-2017
Peter Cosmo CanaleSantander Securities LLCMML Investors Services, LLC06-29-2017
Christopher Lee VazquezSantander Securities LLCLPL Financial LLC02-08-2016
Michael Anthony VoliniSantander Securities LLCLPL Financial LLC01-15-2016
Ray N MoodleySantander Securities LLCHSBC Securities (USA) Inc.01-06-2016
Derek LairdSantander Securities LLCJ.P. Morgan Securities LLC09-10-2015
Joseph Anthony Mangano Jr.Santander Securities LLCHSBC Securities (USA) Inc.09-03-2015
Grace April BernadiceSantander Securities LLCPNC Investments01-06-2015
Juan David GiraldoSantander Securities LLCJ.P. Morgan Securities LLC07-08-2014
Steven George PerilloSantander Securities LLCTD Ameritrade Investment Management, LLC05-07-2014
James Nesaraja ChristopherSantander Securities LLCAllied Millennial Partners, LLC04-07-2014
Steven Michael KashuboSantander Securities LLCCitigroup Global Markets Inc.01-21-2014
Next Page »

Showing 1 to 25 of 29 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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