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
Michael James Fay Jr.Morgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Charles Mcfadden EllisonMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Gregory Alan WattsMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Bradford C JeterMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John A. Sichenze IIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Rhonda Weiner EbertMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Larry Tilton BurroughsMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Lee Alexis Lee CoreyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
William Lawrence KeethMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
James Scott WhitmoreMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Garland Bryant BowdenMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Christopher G CrahanMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Shawn L. McMahonMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Charles J. Zondorak Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Regis Elizabeth Farrell WyattMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Charles Gregory EllisonMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
David Warren ParentMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Amilcare Michael CiaburriMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Daniel John ShannonMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Pedro Luis GuerreroMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Nancy Sechrist RussellMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Gianni Vincent GiordanoMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
John S Gajdek IIIMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Mounir BenbatoulMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Ryan Robert SuppleeMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Next Page »

Showing 1 to 25 of 44 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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