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
Frank Fornshell Venable IIIMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Michael Stephen KakassyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Caren Poletti WilliamsMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Robert Edgar Hearn Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Michael Dennis CrowderMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Ralph Whitney DrayerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Jason Eugene PharrisMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Elizabeth Watson KingMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Sally Anzelc FisherMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Brendan Edward Finucane Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Lee Mike ZiadyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
William Hoyt BradfordMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Lee Murray Burklow Sr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Frank Williamson Blair IIIMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Jeffrey P. MillerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Holly Diane Bell-ProshkinMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Becky Ahl BridgmonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Matthew Edward Cannon FaircloughMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Gary Meeks Hinson Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
William Strange Hunt IVMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Rian Blair PattesonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Corey Wade WilsonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Rebecca Marie PobiegloMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Herbert Bruce Spencer Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Ryan Thomas KellyMorgan StanleyCitigroup Global Markets Inc.06-01-2009
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Showing 51 to 75 of 115 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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