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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Manuel Jeremy RoseMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10007-19-2019
Carolina L. SilvaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
James A. RawsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-17-2019
Tyler Wyatt TicenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15007-11-2019
John Ericksen BraggsMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2019
Kevin Michael OakesMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2019
Edris Ahmad SamadiMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2019
Ilan CohenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-01-2019
Thomas C ThrelfallMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10006-28-2019
Terence Francis ByrneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$26306-28-2019
James Armand Pagliaroli Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2019
Miranda RossMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-25-2019
Alastair Cranston PattersonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-25-2019
Lyam Najib HuntMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-24-2019
Stephen Robert HultgrenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
Megan Eileen McDermottMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
Michael Wayne BrownMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
Sergio A. SaldivarMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-20-2019
Borami YoonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-20-2019
Mitchell Richard GreenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10006-19-2019
Jill Blanchard BlairMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2019
John DennisMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2019
Saba AlelishviliMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Cheryl L Amato LidawerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-14-2019
Geoffrey GarnerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2019
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Showing 1 to 25 of 122 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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