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
William Ernest FriscoMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Mark J StricklandMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Gerald Reed HanlonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Jack Edward Butler Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Regina Gail DingaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
John Randolph GunnipMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
John Anthony DebellisMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Daniel James HughesMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Mark Lee AdamsMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Marc Henry Palmer MoldawerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Mcree Winston SmithMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Michael Ian ShriftmanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Larry Kyle WrightMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
George GalanisMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Michael Keith KaplanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Michael John EdwardsMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Travis Lyn KnappMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Antonio Montez MonkMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Rodney Lynn FallinMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Peter Uriah ReakaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Christopher Noel WilliamsMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Michael Ernest TaylorMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
M Scott BowlesMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Joseph Franklin DubrofMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Matthew Ryan GunnipMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Next Page »

Showing 1 to 25 of 142 entries

Page 1 | 2 | 3 | 4 | 5 | 6

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.