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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bee Ping TanFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1,00001-09-2019
Noa Tsila BendoryFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-27-2018
Linda Joan PappasFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-19-2018
Gabrielle Simone D'AngeloFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-17-2018
Kaitlin Marie HoffmanFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-13-2018
Susan Marie WanamakerFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2018
Doug Wesley AcreeFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2018
Michael Nicholas DegennaroFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2018
Boban TunjicFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2018
Tarek KishekFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2018
Michelle ChoiFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-27-2018
Daniel Robert MarlboroughFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-23-2018
Mandy Lee GoinsFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2018
Thomas W. Weeks Jr.Fidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-08-2018
Eric J OlsonFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-05-2018
Michael HouFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2018
Michael B. GilbertFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2018
Robert Daniel Culberson Jr.Fidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2018
Megan AlvarezFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2018
Joanne Margaret CarusoFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2018
Brandon H. NguyenFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-28-2018
Joshua Robert KettrenFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-24-2018
Amir DehbozorgiFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-23-2018
Sarah SettleFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2018
Vivek ThayalanFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-19-2018
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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.