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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffery Joshua BrattMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
James Daniel SchenkMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Jeffery Ralph HardingMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Scott Hall BighamMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Julie Ann GullaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
William David StablerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Donald Ivan ZabudskyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Gregory Alan YechoutMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Jeff Michael JohnsonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Sara Kathryn WallaceMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Alan Robert LyonsMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Ryan A HubkaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
William Hogue ScottMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Caryn Heather AllesMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Jason A. DowneyMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Joseph Raymond SchefflerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Jeffrey G. YoungMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Tiffany Ann HellesonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Brian David SchulerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Maryjo Williams ByrnesMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Nelson Roland MalerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Paul Brian SmithMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Sean Matthew ZimmermanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Monique M RipleyMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Russell Lawrence DyerMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
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Showing 101 to 125 of 1,183 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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