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
Stephanie DallasMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Bernie Paed AquinoMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Michael Bruce JulianMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Kimberly Anne BlindheimMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Scott D LanglowMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Justin James CarpenitoMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Ryan Kiernan McGaughyMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Ryan Patrick HarriganMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Travis Josh LitscherMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Robert Donald Zorich Jr.Morgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Claudia HansenMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
George E. Mundell IIIMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
James Stanley HawnMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Michael S WeichbrodtMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Frances Margaret WilliamsMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Terry Joseph DavisMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Nicholas John PagetMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Tsung I KuoMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Lisa Marie SheltonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Patrick Brian ShookMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Kenneth HasselbalchMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Shanna Marie Lisherness GriffinMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brian Joseph CockrellMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
John B. Champion Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
Kathryn Marie StarkovichMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
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Showing 26 to 50 of 57 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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