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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BJ

Brian Joseph McGowan

Pennsylvania·CRD #4395637
IA Rep

Investment Adviser Rep at MCGOWAN & CO LLP

Experience
25 yrs
States
1
Since
2001
Fee
AUM
Minimum
$2.0M
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BJ

Brian Joseph Merrigan

Colorado·CRD #2195460
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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BJ

Brian Joseph Merrill

Texas·CRD #5000672
IA Rep

Investment Adviser Rep at TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

Experience
21 yrs
States
1
Exams
1
Since
2005
Est. fee
AUM
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BJ

Brian Joseph Mock

Arizona·CRD #4223858
IA Rep

Investment Adviser Rep at IP FINANCIAL ADVISORY SERVICES LLC

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
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BJ

Brian Joseph Mocogni

Rhode Island·CRD #5257866
Dual-registered

Dual-registered at SAVVY

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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BJ

Brian Joseph Mueller

Texas·CRD #4252264
Dual-registered

Dual-registered at ROGERS WEALTH GROUP, INC.

Experience
20 yrs
States
1
Exams
3
Since
2006
Fee
AUM / Flat Fee
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BJ

Brian Joseph O'Regan

Alabama·CRD #2936892
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
29 yrs
States
35
Exams
5
Since
1997
Est. fee
AUM / Commission / Flat Fee
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BJ

Brian Joseph O'Shea

Alabama·CRD #4771303
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
22 yrs
States
33
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
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BJ

Brian Joseph Perkins

Arizona·CRD #5630932
Dual-registered

Dual-registered at EMERSON EQUITY LLC

Experience
12 yrs
States
7
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
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BJ

Brian Joseph Pisacich

Alabama·CRD #2194821
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
34 yrs
States
37
Exams
4
Since
1992
Est. fee
AUM / Commission / Flat Fee
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BJ

Brian Joseph Presti

Massachusetts·CRD #2977901
Dual-registered

Dual-registered at TFC FINANCIAL MANAGEMENT INC

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
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BJ

Brian Joseph Quinn

Florida·CRD #2183764
Dual-registered

Dual-registered at WELLTH ADVISORY SERVICES, LLC

Experience
33 yrs
States
4
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
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BJ

Brian Joseph Rener

Alabama·CRD #1660996
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
38 yrs
States
24
Exams
8
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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BJ

Brian Joseph Samuels

Massachusetts·CRD #4982256
Dual-registered

Dual-registered at FIDUCIENT ADVISORS LLC

Experience
4 yrs
States
2
Exams
2
Since
2022
Est. fee
AUM / Flat Fee / Performance-based
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BJ

Brian Joseph Schad

Florida·CRD #5877585
Dual-registered

Dual-registered at PROSPERITY - AN EISNERAMPER COMPANY

Experience
3 yrs
States
1
Exams
5
Since
2023
Fee
AUM / Hourly / Flat Fee
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BJ

Brian Joseph Scherman

Connecticut·CRD #2891242
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
25 yrs
States
2
Exams
5
Since
2001
Fee
AUM / Other
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BJ

Brian Joseph Tegnander

New York·CRD #2820240
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
5 yrs
States
1
Exams
2
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
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BJ

Brian Joseph Thomas

Alabama·CRD #2865999
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
29 yrs
States
40
Exams
6
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brian Joseph Truckly

Arizona·CRD #6164201
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
24
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brian Joseph Visconti

California·CRD #5851551
Dual-registered

Dual-registered at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Experience
15 yrs
States
13
Exams
6
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BJ

Brian Joseph Walker

Michigan·CRD #6270667
Dual-registered

Dual-registered at CG ADVISORY SERVICES

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$5k
View profile
BJ

Brian Joseph Weyman

New Jersey·CRD #5497312
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
18 yrs
States
6
Exams
4
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
BJ

Brian Joseph Zindell

Alabama·CRD #2779984
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
29 yrs
States
53
Exams
6
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brian J Pappalardo

Alabama·CRD #4505549
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
24 yrs
States
29
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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