Advisers on the Move TEST
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.
|Adviser(s)||Firm joining||Firm leaving||AUM ($M)||Date|
|Stephen Arthur D'Alessandro||Key Investment Services LLC||PNC Investments||—||10-30-2018|
|Andrew R. Croman||J.P. Morgan Securities LLC||PNC Investments||—||10-02-2018|
|Thomas Edward Finley||The Huntington Investment Company||PNC Investments||—||09-27-2018|
|Ryan John Mikelonis||J.P. Morgan Securities LLC||PNC Investments||$25||10-01-2018|
|Kevin Roy Collins||Key Investment Services LLC||PNC Investments||$150||12-12-2018|
|Anthony Louis Marlette Jr.||The Huntington Investment Company||PNC Investments||$150||12-07-2018|
|Stephen Timothy Esther||NYLIFE Securities LLC||PNC Investments||$150||10-08-2018|
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.