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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+)
BM

Brian Michael Neeley Nordin

Florida·CRD #6462202
Dual-registered

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

Experience
11 yrs
States
1
Exams
6
Since
2015
Est. fee
AUM / Commission / Flat Fee
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BM

Brian Michael Niksa

Illinois·CRD #6314089
IA Rep

Investment Adviser Rep at CAPSTONE FINANCIAL ADVISORS INC

Experience
12 yrs
States
2
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
BM

Brian Michael Oard

California·CRD #2354814
Dual-registered

Dual-registered at A&M PRIVATE WEALTH PARTNERS, LLC

Experience
21 yrs
States
1
Exams
7
Since
2005
Est. fee
AUM / Flat Fee
Minimum
$5.0M
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BM

Brian Michael Palisin

Arizona·CRD #4406287
Dual-registered

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

Experience
25 yrs
States
22
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
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BM

Brian Michael Pilon

Alabama·CRD #363666
Dual-registered

Dual-registered at EXODUS WEALTH, LLC

Experience
49 yrs
States
20
Exams
8
Since
1977
Est. fee
AUM / Hourly / Flat Fee
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BM

Brian Michael Robinson

Alabama·CRD #7338170
Dual-registered

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

Experience
5 yrs
States
53
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
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BM

Brian Michael Schmehil

Illinois·CRD #5370909
Dual-registered

Dual-registered at THE MATHER GROUP, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
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BM

Brian Michael Shambo

Alabama·CRD #3208852
Dual-registered

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

Experience
26 yrs
States
43
Exams
6
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Michael Sheehan

Alabama·CRD #1490630
Dual-registered

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

Experience
40 yrs
States
33
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
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BM

Brian Michael Sokalski

Alaska·CRD #6728003
Dual-registered

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

Experience
9 yrs
States
52
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Michael Stanton

Alabama·CRD #6555395
Dual-registered

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

Experience
11 yrs
States
49
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Michael Tavano

Connecticut·CRD #2042567
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
36 yrs
States
13
Exams
5
Since
1990
Est. fee
AUM / Flat Fee
View profile
BM

Brian Michael Woodke

Alabama·CRD #2406799
Dual-registered

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

Experience
33 yrs
States
30
Exams
5
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Michael Zito

North Carolina·CRD #4779305
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BM

Brian Minicus

Alabama·CRD #7802948
Dual-registered

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

Experience
2 yrs
States
45
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian M Kelly

Colorado·CRD #6113519
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
10
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brian M Levy

California·CRD #5236788
Dual-registered

Dual-registered at WEST WEALTH GROUP, LLC

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brian M Michael Ahern

Arizona·CRD #4392356
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

Experience
25 yrs
States
8
Exams
7
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brian M. Much

Wisconsin·CRD #5387890
Dual-registered

Dual-registered at STONEHAVEN WEALTH & TAX SOLUTIONS

Experience
19 yrs
States
1
Exams
4
Since
2007
Fee
AUM
Minimum
$500k
View profile
BM

Brian M Nichols

Alabama·CRD #2867928
Dual-registered

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

Experience
29 yrs
States
53
Exams
7
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian M. Nolan

Arizona·CRD #5537724
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
11 yrs
States
27
Exams
4
Since
2015
Est. fee
AUM / Flat Fee
View profile
BM

Brian Mohan

Alabama·CRD #4886333
Dual-registered

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

Experience
16 yrs
States
26
Exams
6
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brian Molony Sharkey

Alabama·CRD #1623328
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
39 yrs
States
28
Exams
6
Since
1987
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brian Moriarty

Florida·CRD #4567198
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
7
Exams
7
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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