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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Erika M MaynardTIAA-CREF Individual & Institutional Services, LLCJ.P. Morgan Securities LLC02-25-2020
Angela Nicole LestradeTIAA-CREF Individual & Institutional Services, LLCMorgan Stanley09-09-2019
Craig N WarnerTIAA-CREF Individual & Institutional Services, LLCM&T Securities, Inc.05-28-2019
Stan NedzhetskiyTIAA-CREF Individual & Institutional Services, LLCPeople's United Advisors, Inc.05-14-2019
Andres Felipe LibrerosTIAA-CREF Individual & Institutional Services, LLCJ.P. Morgan Securities LLC02-25-2019
Michael David RoordaTIAA-CREF Individual & Institutional Services, LLCM&T Securities, Inc.12-13-2018
Brad Russell BurtonTIAA-CREF Individual & Institutional Services, LLCNorthwestern Mutual Investment Services, LLC08-13-2018
Joseph C PicarelloTIAA-CREF Individual & Institutional Services, LLCPFS Investments Inc.07-03-2018
Scott Lawrence Peterich IITIAA-CREF Individual & Institutional Services, LLCStrategic Advisers LLC06-26-2018
Deborah Ann AmilowskiTIAA-CREF Individual & Institutional Services, LLCTD Ameritrade Investment Management, LLC06-19-2018
Joel SalcedoTIAA-CREF Individual & Institutional Services, LLCJ.P. Morgan Securities LLC06-05-2018
George Guest Haydock IIITIAA-CREF Individual & Institutional Services, LLCNorthwestern Mutual Investment Services, LLC05-30-2018
Paul Angelo Bello JrTIAA-CREF Individual & Institutional Services, LLCNorthwestern Mutual Investment Services, LLC05-30-2018
Andrew MoralesTIAA-CREF Individual & Institutional Services, LLCScottrade, Inc.05-24-2018
Kevin Patric DonaghueTIAA-CREF Individual & Institutional Services, LLCHSBC Securities (USA) Inc.05-18-2018
Jacqueline Holt CollinsTIAA-CREF Individual & Institutional Services, LLCMuriel Siebert & Co., Inc.04-10-2018
Michele Christine WaiteTIAA-CREF Individual & Institutional Services, LLCMercer Allied Company, L.P.03-21-2018
Caroline Oneill AngellTIAA-CREF Individual & Institutional Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-01-2018
Luba RomanovTIAA-CREF Individual & Institutional Services, LLCUBS Financial Services Inc.01-24-2018
Steven M BlanchardTIAA-CREF Individual & Institutional Services, LLCM&T Securities, Inc.12-21-2017
Russell CoronaTIAA-CREF Individual & Institutional Services, LLCM&T Securities, Inc.12-12-2017
Michael Charles PisaniTIAA-CREF Individual & Institutional Services, LLCJ.P. Morgan Securities LLC09-15-2017
David Victor KleemanTIAA-CREF Individual & Institutional Services, LLCM&T Securities, Inc.08-30-2017
Andrew Louis PressmanTIAA-CREF Individual & Institutional Services, LLCSanford C. Bernstein & Co., LLC06-02-2017
Jeffrey Alan QueridoTIAA-CREF Individual & Institutional Services, LLCPNC Investments05-12-2017
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Showing 1 to 25 of 109 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.