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
John David QuisenberryMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-17-2017
Joel Stephen McDavidMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5608-17-2017
Andrew Wesley CallMorgan StanleyJ.P. Morgan Securities LLC12-05-2012
Aaron Michael FinneyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1010-16-2012
William Campbell Brown Jr.Morgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Jason Paul ThompsonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Katherine Patrick JonesMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
James Michael GoodwinMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Kelly L. Castleberry IIIMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
John Alfred VillersMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Geoffrey T. KorwanMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Jefferey Hensley Biederman Jr.Morgan StanleyCitigroup Global Markets Inc.$5006-01-2009
John Jeffrey SartaineMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
David Kenneth PerdueMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Andrew Campbell MossMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Carol Jean HartleyMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Michael D. HillMorgan StanleyCitigroup Global Markets Inc.$1006-01-2009
Syed Hasan HabibMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Gary Lee McAlisterMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Brenda Harriett BrownMorgan StanleyCitigroup Global Markets Inc.06-01-2009
John Thomas BurkeMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Leigh Ann VillersMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Edward Bartow NicholsMorgan StanleyCitigroup Global Markets Inc.06-01-2009
David William SnyderMorgan StanleyCitigroup Global Markets Inc.06-01-2009
David Smallridge Long Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Next Page »

Showing 1 to 25 of 30 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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