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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Stephen Leo Hudacek IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley & Co. LLC02-05-2010
Keith Clark StevensMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Scott Allan SeigMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Wilson Winant YaleMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Drew Martin ReinhardtMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Douglas Ellwood WoolleyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian MaileyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Timothy Craig RoseMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Steven John Cwienkala Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
David Andrew OscarMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian Scott EagonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Michael J BarskiMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Douglas Rogers Barr Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Francis Harrison Gehman IIIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Charles PavlovMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Steven Wayne WildeMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Thomas Harry PaluszynskiMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Frank William EspostoMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Keith Joseph YandersMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Thomas George KinslowMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Alfred G Haddad IIMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Patricia Lynn PeoplesMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Bradley Scott PooreMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Bruce M. DonaghyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Rachel R. CohenMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Next Page »

Showing 1 to 25 of 124 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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