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
Alan Paul YonackMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Andrew Hunter StancoMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Angela Michelle CaffeyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Antonio Montez MonkMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Anupam JohriMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Benjamin Joseph SweeneyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Bryan Robert BaduraMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Candace Lynn HurtMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Cecil Lee EarlywineMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Charles Monroe Vetters Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Charles S. EsquivelMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Charles Thomas BakerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Charlie McClain Cravy Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Christopher Noel WilliamsMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Christopher T. WilcoxMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Cindy Sue TiceMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Claude Ryan HillMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Dale Franklin Johnson Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Daniel James HughesMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Darren Craig HillMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Deborah KonigsbergMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Dennis R McConnellMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Donald Lee Whitehead Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Earl Nelson Scroggins Jr.Morgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Eric D JeffersonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Next Page »

Showing 1 to 25 of 130 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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