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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Keith Joseph YandersMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Thomas George KinslowMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Eric Michael TheoretMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Ethan Hillel GrindlingerMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Kent William DavisMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Alfred G Haddad IIMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Robert Petrus Wilhelm KantersMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Maryann Ann Julia PerroneMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Patricia Lynn PeoplesMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Michael Rudolph GlovasMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Bradley Scott PooreMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
H W Constantin NelsonMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Bruce M. DonaghyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Harry Jeffrey HerbMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Rachel R. CohenMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Dirk Allen StribrnyMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Robert John BalasavageMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Kevin A McCoyMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Karen Barbara NatishanMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Tracy Marie Varano-GarrisonMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Barbara Brown ViranyMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Ralph A ColoMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Colin Michael RosenbergMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Lonnie Adam FriedmanMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
David Louis HandlerMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
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Showing 251 to 275 of 4,052 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.

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