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
Stanton John JacobsUBS Financial Services Inc.Morgan Stanley & Co. LLC$15001-09-2009
Russell J. WilsonUBS Financial Services Inc.Morgan Stanley & Co. LLC$15001-13-2009
Guy W. Wages Jr.UBS Financial Services Inc.Morgan Stanley & Co. LLC01-13-2009
Harold D. JoinesWells Fargo Clearing Services, LLCMorgan Stanley & Co. LLC01-30-2009
Randall Ray MerrittMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Stewart James ParkerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Tracey Alan BinkleyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Clay Wilson ButtreyMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Leigh Ann LutherMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Andrew Merrell ParkerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Christopher James SigmundMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Stanley Louis BilskyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Marc Lamont WilliamsMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Marvin L. ColemanMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Meredith Caldwell IIIMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Christi Ann EdwardsMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
James Alan CooperMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Rodney Trent ToothmanMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Lee Hardin GillockMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Raymond Douglas HughesMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Marc Owsley WilsonMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Michael Edward RothMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Mark L. AlexanderMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Robert Beaumont Gessler Sr.Morgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Andrew James MazzoniMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Next Page »

Showing 1 to 25 of 43 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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