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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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Craig McGovernJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2016
Frank B. HundleyJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2016
Janet Renee Riser, Jessica Anne HartmanJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-14-2009
Joseph Charles Lombardo Jr.Janney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-08-2012
Kasseim EverettJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2018
Kilee A. BomgardnerJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-05-2018
Martin Gerard LutschaunigJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-13-2014
Matthew E. LagoyJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2502-10-2017
Matthew Joseph CramerJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2511-02-2017
Michael Joseph KernickyJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2018
Michael KernickyJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2018
Michael Walter HassellJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-28-2019
Peter Haughton SargentJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2502-23-2012
Reginald Wayman Wilkes Sr.Janney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2017
Renee Dayna BarrettJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2010
Ryan Jarrett HamiltonJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-31-2014
Steven Keith ManleyJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5005-27-2009
Timothy R BrownJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2017

Showing 1 to 18 of 18 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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