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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John William Sheehan, Mehrak AliaskariMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-13-2012
Peter John Russo Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-20-2013
James Avery MerrittMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-12-2013
Wendy Lynette CoggsdaleMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-09-2014
Christopher Michael McGrathMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-03-2015
David Steven RasdolskyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5003-31-2017
Pamela Bailey Murphy, Jeffrey Edward HaleMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-11-2017
Christopher Raymond Beal, Brendan Christopher TooneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-18-2017
Cynthia Hancock ConnerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1408-29-2017
Ryland Hoover Hubbard Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-30-2017
Gregory Chevrier, Walter GrubbsMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-05-2018
Gregory Thomas ChevrierMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-05-2018

Showing 1 to 12 of 12 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.

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