DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Morgan Stanley Investment Management Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Michael S MctyreMorgan Stanley wirehouseMorgan Stanley Investment Management Inc. otherOtherMay 6, 2026Jun 15, 2015
Marie Gilman KleinJohn Hancock Investment Management LLC asset managerMorgan Stanley Investment Management Inc. asset managerOtherOct 31, 2019Nov 22, 2019
Brian T LeuchtenburgMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley Investment Management Inc. asset managerOtherSep 10, 2019Sep 15, 2021 (736 d)
Matthew A FunkMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley Investment Management Inc. asset managerOtherJul 3, 2019Aug 28, 2019 (56 d)
Patrick Smith DoyleAmundi Pioneer Institutional Asset Management, Inc. otherMorgan Stanley Investment Management Inc. asset managerOtherOct 19, 2018Nov 26, 2018 (38 d)
Noah Landes OrdwayAllspring Funds Management, LLC asset managerMorgan Stanley Investment Management Inc. asset managerOtherJul 2, 2018Jul 26, 2018
Ted BlyskalNeuberger Berman Bd LLC no RAUMMorgan Stanley Investment Management Inc. otherOtherJul 21, 2017Sep 11, 2017 (52 d)
Thomas Matthew O'BrienNeuberger Berman Bd LLC otherMorgan Stanley Investment Management Inc. otherOtherAug 23, 2016Sep 12, 2016
John Page O'ConnorMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley Investment Management Inc. otherOtherNov 24, 2015Nov 23, 2015
Marek MezykLord, Abbett & Co. LLC otherMorgan Stanley Investment Management Inc. otherOtherJun 1, 2015Jul 21, 2015 (50 d)
Michael Francis MahoneyVoya Investment Management Co. LLC otherMorgan Stanley Investment Management Inc. otherOtherNov 21, 2014Nov 30, 2015 (374 d)
Matthew Alan LesnikowskiAmundi Pioneer Institutional Asset Management, Inc. otherMorgan Stanley Investment Management Inc. otherOtherOct 9, 2014Oct 21, 2014
Matthew Phillip KeefeRussell Investments otherMorgan Stanley Investment Management Inc. otherOtherJun 3, 2014Aug 26, 2014 (84 d)
Alexander MarashlianNew York Life Investment Management LLC otherMorgan Stanley Investment Management Inc. otherOtherMar 14, 2014Aug 28, 2014 (167 d)
Gianni A CavalieriMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley Investment Management Inc. otherOtherMay 28, 2013Aug 28, 2014 (457 d)
Matthew KortlanderMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Stanley Investment Management Inc. otherOtherNov 26, 2012Aug 25, 2014 (637 d)
Joseph Christian MarichBanc Of America Investment Services, Inc. unclassifiedMorgan Stanley Investment Management Inc. asset managerOtherNov 18, 2005Jun 5, 2020 (5313 d)
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17 moves match.