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+)
BT

Brian Thomas Noone

Alabama·CRD #4121873
Dual-registered

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

Experience
26 yrs
States
43
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brian Thomas Northern

Alabama·CRD #7319334
Dual-registered

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

Experience
3 yrs
States
51
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
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BT

Brian Thomas Petros

Alabama·CRD #2526543
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
22
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BT

Brian Thomas Schmidt

Texas·CRD #3014443
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
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BT

Brian Thomas Szytel

Arizona·CRD #4562819
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
24 yrs
States
34
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
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BT

Brian Thomas Wagner

Arizona·CRD #6657341
Dual-registered

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

Experience
8 yrs
States
23
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
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BT

Brian Thomas Wilmet

Alabama·CRD #4557947
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
16
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BT

Brian Timothy Farris

Iowa·CRD #2946903
Dual-registered

Dual-registered at FINANCIAL DESIGN GROUP, LLC

Experience
29 yrs
States
2
Exams
3
Since
1997
Fee
AUM
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BT

Brian Timothy Higgins

Alabama·CRD #1174149
Dual-registered

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

Experience
43 yrs
States
35
Exams
4
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brian Timothy Stephens

Arizona·CRD #2777382
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
30 yrs
States
9
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
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BT

Brian T Lotito

Alabama·CRD #4808661
Dual-registered

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

Experience
20 yrs
States
53
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brian Todd Burger

Indiana·CRD #3168061
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
27 yrs
States
4
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
BT

Brian Todd Burton

Kentucky·CRD #6462101
IA Rep

Investment Adviser Rep at BALLAST, INC.

Experience
11 yrs
States
1
Exams
1
Since
2015
Fee
AUM / Hourly / Flat Fee / Other
View profile
BT

Brian Todd Mayer

California·CRD #2640631
Dual-registered

Dual-registered at RMR WEALTH MANAGEMENT

Experience
31 yrs
States
12
Exams
11
Since
1995
Est. fee
AUM / Flat Fee
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BT

Brian Todd Sutliff

Ohio·CRD #4404659
IA Rep

Investment Adviser Rep at SUMMIT FINANCIAL STRATEGIES INC

Experience
26 yrs
States
1
Since
2000
Est. fee
AUM / Other
View profile
BT

Brian T Olmo

Arizona·CRD #5389373
Dual-registered

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

Experience
16 yrs
States
36
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brian Truman Russell

Minnesota·CRD #5246894
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
BT

Brian T Sixt

Alaska·CRD #1439240
Dual-registered

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

Experience
41 yrs
States
22
Exams
4
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brian T Sniegowski

Alabama·CRD #6823894
Dual-registered

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

Experience
9 yrs
States
53
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brian Tw Bennett

Alabama·CRD #3263666
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
27 yrs
States
6
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BT

Brian Tyrone Gongaware

Pennsylvania·CRD #4374989
IA Rep

Investment Adviser Rep at MCKINLEY CARTER WEALTH SERVICES, INC.

Experience
27 yrs
States
1
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
BT

Brian T Yun

Arkansas·CRD #2340753
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
17
Exams
8
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
BV

Brian Vahan Serimian

California·CRD #4514895
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
16 yrs
States
4
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
BV

Brian Vanderwyst

Idaho·CRD #8047612
IA Rep

Investment Adviser Rep at RW INVESTMENT MANAGEMENT LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
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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