AdFi

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+)
BM

Brian Matthew Cartier

California·CRD #6622933
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
7 yrs
States
6
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brian Matthew Clark

California·CRD #3051523
Dual-registered

Dual-registered at CROSS FINANCIAL ADVISORS

Experience
23 yrs
States
4
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
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BM

Brian Matthew Fernandez

California·CRD #3157261
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
11
Exams
6
Since
1998
Est. fee
AUM / Flat Fee
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BM

Brian Matthew Greco

California·CRD #6771535
Dual-registered

Dual-registered at ACCURATE WEALTH MANAGEMENT, LLC

Experience
7 yrs
States
13
Exams
6
Since
2019
Fee
AUM / Hourly / Flat Fee / Performance-based
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BM

Brian Matthew Harris

Arizona·CRD #2173734
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
15
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BM

Brian Matthew Johnson

Washington·CRD #5051031
Dual-registered

Dual-registered at COMPOSITION WEALTH, LLC

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Flat Fee
Minimum
$500k
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BM

Brian Matthew Kahl

North Carolina·CRD #2068621
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
36 yrs
States
2
Exams
6
Since
1990
Fee
AUM / Hourly / Flat Fee
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BM

Brian Matthew Lockwood

New York·CRD #2402096
Dual-registered

Dual-registered at PITON INVESTMENT MANAGEMENT, LP

Experience
7 yrs
States
2
Exams
2
Since
2019
Est. fee
AUM / Flat Fee
Minimum
$250k
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BM

Brian Matthew Minard

Alaska·CRD #6674948
Dual-registered

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

Experience
6 yrs
States
29
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
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BM

Brian Matthew Nichols Tucei

New York·CRD #5218840
Dual-registered

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

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Matthew Padrick

Arizona·CRD #4638777
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
23 yrs
States
19
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BM

Brian Matthew Rys

Arizona·CRD #4707528
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
View profile
BM

Brian Matthew Sabo

Maryland·CRD #2612172
Dual-registered

Dual-registered at VERDENCE CAPITAL ADVISORS, LLC

Experience
30 yrs
States
1
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brian Matthew Schmidt

Alabama·CRD #5547401
Dual-registered

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

Experience
17 yrs
States
28
Exams
4
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Matthew Spencer

Alabama·CRD #3221990
Dual-registered

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

Experience
25 yrs
States
34
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Matthew Turner

Alabama·CRD #6126777
Dual-registered

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

Experience
14 yrs
States
38
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Matthew White

Illinois·CRD #4510216
Dual-registered

Dual-registered at FIDUCIENT ADVISORS LLC

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Flat Fee / Performance-based
View profile
BM

Brian McCabe

Arizona·CRD #7274532
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
7
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BM

Brian McCarthy

Florida·CRD #4997015
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
20 yrs
States
4
Exams
7
Since
2006
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
BM

Brian M Ceponis

Alabama·CRD #5097164
Dual-registered

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

Experience
12 yrs
States
53
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian McKinney

California·CRD #4860266
Dual-registered

Dual-registered at COLLECTIVE WEALTH PARTNERS, LLC

Experience
14 yrs
States
6
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brian McLaughlin

Delaware·CRD #4088051
Dual-registered

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

Experience
26 yrs
States
3
Exams
8
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian M Donaghy

Alabama·CRD #6220230
Dual-registered

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

Experience
13 yrs
States
47
Exams
4
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Merritt Boswell

Massachusetts·CRD #4410706
Dual-registered

Dual-registered at NEWBRIDGE WEALTH MANAGEMENT

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Hourly / 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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