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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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
Gregory Wade FosterMorgan StanleyDuncan-Williams, Inc.09-14-2018
Jay Christopher CloudMorgan StanleyGFO Advisory Services, LLC06-29-2017
Vicki Gillespie MarkhamMorgan StanleyWiley Bros.-Aintree Capital, LLC06-19-2017
Danny F. Fisher Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2017
Davis Love PetersenMorgan StanleyRaymond James & Associates, Inc.03-31-2017
Charles Mathison Tyndal IIIMorgan StanleyLPL Financial LLC02-14-2017
Molly Murrin KellyMorgan StanleySunTrust Investment Services, Inc.08-26-2016
David Wise DarstMorgan StanleyGuggenheim Securities, LLC08-22-2016
Jon David ReedMorgan StanleySignator Investors, Inc.07-12-2016
Samuel V. HarrisMorgan StanleyEdward Jones07-08-2016
Georganna P. CooperMorgan StanleySagePoint Financial, Inc.07-02-2016
Joshua David KlingerMorgan StanleyNorthwestern Mutual Investment Services, LLC06-23-2016
Phillip Joseph LeachMorgan StanleyCarty & Company, Inc.04-22-2016
John W. Tucker IIIMorgan StanleyEdward Jones04-01-2016
Tia L. ScullyMorgan StanleyUBS Financial Services Inc.02-01-2016
Elizabeth Constance WoodMorgan StanleySII Investments, Inc.11-17-2015
Stephanie Jones DepriestMorgan StanleyUBS Financial Services Inc.10-30-2015
Robert Russell BrewerMorgan StanleyWiley Bros.-Aintree Capital, LLC10-01-2015
Jeremy P. BiscegliaMorgan StanleyEdward Jones10-16-2014
Melanie Massey AndersonMorgan StanleySunTrust Robinson Humphrey, Inc.02-25-2014
Rebecca Jane GordonMorgan StanleyStifel, Nicolaus & Company, Incorporated05-03-2013
Alissa NanceMorgan StanleyStifel, Nicolaus & Company, Incorporated05-03-2013
Randolph Benton AustinMorgan StanleyCoker & Palmer04-25-2013
Stephen J PoteetMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-11-2013
Christopher Grant BalesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2012
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Showing 1 to 25 of 58 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.