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Track the latest teams of advisers and brokers who are changing firms - and also analyze recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.
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| Adviser / Team | Joining | Leaving | AUM ($m) | TTM ($m) | Date▲ | |
|---|---|---|---|---|---|---|
| Wealth Advisors of Tampa Bay | LPL Financial | Florida Investment Advisors | 100 | 04-18-12 | ||
| Robert Robbins, Colleen Farley | Wells Fargo Advisors Financial Network | Morgan Stanley Smith Barney LLC | 180 | 04-17-12 | ||
| Warren Rockmacher | Investacorp | Chase Investment Services | 68 | 04-16-12 | ||
| Wright Ramage Wealth Management Group | UBS Financial Services Inc | Morgan Stanley Smith Barney LLC | 380 | 04-13-12 | ||
| Ellentuck Wealth Management Group | UBS Financial Services Inc | Morgan Stanley Smith Barney LLC | 340 | 04-13-12 | ||
| The Pierce/Kyle Group | UBS Financial Services Inc | Morgan Stanley Smith Barney LLC | 236 | 04-13-12 | ||
| John Lindsey | Securities America Inc. | Edward Jones | 100 | 04-11-12 | ||
| Kevin Donoghue, James Donoghue | Ameriprise Financial Inc. | Lincoln Financial Advisors Corp. | 84 | 04-10-12 | ||
| James Flood, Michael Romer | Morgan Stanley Smith Barney LLC | UBS Financial Services Inc | 213 | 2 | 04-09-12 | |
| Jonathan Klausner, John Duffy, Jenny Margason, Caryn Wilkinson, Derek Disalvo | Morgan Stanley Smith Barney LLC | UBS Financial Services Inc | 650 | 4 | 04-09-12 | |
| Marc Richman, Brian Bernhardt | Morgan Stanley Private Wealth Management Company | Deutsche Bank | 500 | 3 | 04-09-12 | |
| Myles Pritchard | Concert Wealth Management | Bank of America Merrill Lynch | 100 | 04-06-12 | ||
| John Lynch, Arthur DeLuca, Lindsay Johns, Molly Croyle, Allie Gamble-Taylor, Andrew Fentress | Raymond James Financial Services | Wells Fargo Advisors LLC | 477 | 4 | 04-05-12 | |
| Matthew Celenza, Larry DiGioia | Barclays Wealth | Morgan Stanley Private Wealth Management | 2,700 | 04-04-12 | ||
| James Paquette | Investacorp, Inc. | Berthel Fisher | 52 | 04-03-12 | ||
| Palumbo, Short, D'Amato and Dixon Group | UBS Financial Services Inc | Bank of America Merrill Lynch | 750 | 4 | 04-01-12 | |
| Charles Hart | Ameriprise Financial Inc. | VSR Financial Services Inc. | 114 | 03-30-12 | ||
| Scott Karkenny, Alex Karkenny, Teresa Verone | RBC Wealth Management | Morgan Stanley Smith Barney LLC | 165 | 03-29-12 | ||
| John Waszolek, Eric Waszolek | Raymond James & Associates | Morgan Stanley Smith Barney LLC | 200 | 03-27-12 | ||
| Rick Hughes, Harry Greenberg, Shawn Senior, Daniel Silverberg | Morgan Stanley Smith Barney LLC | UBS Financial Services Inc | 800 | 6 | 03-26-12 |
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596 results found
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
Copyright © 2012 Crain Communications Inc. Use of editorial content without permission is strictly prohibited. Privacy Policy and Terms & Conditions are applicable to you. All rights reserved.
