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+)
BS

Brian Scott Menzel

Illinois·CRD #2592509
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
30 yrs
States
3
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BS

Brian Scott Parness

Arizona·CRD #4553835
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
19
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BS

Brian Scott Rambo

California·CRD #4843675
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
12
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BS

Brian Scott Ritchie

Alabama·CRD #3049134
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
52
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BS

Brian Scott Roes

New York·CRD #5899620
IA Rep

Investment Adviser Rep at COOPER/HAIMS ADVISORS, LLC

Experience
5 yrs
States
2
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
BS

Brian Scott Roome

Alabama·CRD #4370974
Dual-registered

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

Experience
25 yrs
States
44
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Brian Scott Saroken

Arizona·CRD #2769904
Dual-registered

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

Experience
24 yrs
States
38
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Brian Scott Schultz

Arizona·CRD #1434259
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
18 yrs
States
19
Exams
4
Since
2008
Est. fee
AUM / Flat Fee
View profile
BS

Brian Scott Smith

Arizona·CRD #4139103
Dual-registered

Dual-registered at BALEFIRE, LLC

Experience
26 yrs
States
11
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Brian Scott Snelson

Arizona·CRD #2318993
Dual-registered

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

Experience
32 yrs
States
29
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Brian Scott Sommers

Pennsylvania·CRD #1487020
Dual-registered

Dual-registered at HBKS WEALTH ADVISORS

Experience
23 yrs
States
1
Exams
2
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Brian Scott Standage

Arizona·CRD #5247192
Dual-registered

Dual-registered at FIRST HEARTLAND CONSULTANTS, INC.

Experience
19 yrs
States
31
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Brian Scott Stutland

Illinois·CRD #4560863
IA Rep

Investment Adviser Rep at EQUITY ARMOR INVESTMENTS

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
BS

Brian Scott Tepper

Michigan·CRD #4056916
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BS

Brian Scott Tewes

Arizona·CRD #3003907
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
9
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BS

Brian Scott Thomas

California·CRD #4647656
Dual-registered

Dual-registered at AG ASSET ADVISORY, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Fee
AUM / Flat Fee / Performance-based
Minimum
$5.0M
View profile
BS

Brian Scott Treger

Alabama·CRD #4438337
Dual-registered

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

Experience
25 yrs
States
31
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Brian Scott Wubbe

Pennsylvania·CRD #3147757
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Flat Fee
View profile
BS

Brian Scott Young

California·CRD #2819583
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
30 yrs
States
19
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BS

Brian Scott Zimmerman

Arizona·CRD #2038274
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
36 yrs
States
28
Exams
5
Since
1990
Est. fee
AUM / Flat Fee
View profile
BS

Brian S Coulter

Alabama·CRD #4123819
Dual-registered

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

Experience
26 yrs
States
53
Exams
6
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Brian Sean Hattendorf

Texas·CRD #2267913
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
16 yrs
States
1
Exams
1
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BS

Brian Segel

New Jersey·CRD #1610632
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
38 yrs
States
1
Exams
7
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Brian Seidenwand

North Carolina·CRD #6969111
Dual-registered

Dual-registered at COPPELL ADVISORY SOLUTIONS LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 439 | AdvisorFinder