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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

Bryan Matthew Lieungh

Alabama·CRD #4675144
Dual-registered

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

Experience
23 yrs
States
36
Exams
8
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Bryan Matthew Wieferich

Alaska·CRD #4502847
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
24 yrs
States
16
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Bryan McElyea Belew

Tennessee·CRD #8069625
IA Rep

Investment Adviser Rep at LECONTE WEALTH MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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BM

Bryan Michael Bohlman

Alabama·CRD #4647174
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
19 yrs
States
52
Exams
5
Since
2007
Est. fee
AUM / Flat Fee
Minimum
$2.0M
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BM

Bryan Michael Crolla

District Of Columbia·CRD #6109602
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
14 yrs
States
8
Exams
6
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Bryan Michael Dunst

Arizona·CRD #4702996
Dual-registered

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

Experience
23 yrs
States
31
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
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BM

Bryan Michael Gray

New York·CRD #6731132
IA Rep

Investment Adviser Rep at OAK CREST ADVISORY, LLC

Experience
5 yrs
States
2
Since
2021
Est. fee
AUM / Flat Fee
Minimum
$250k
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BM

Bryan Michael Pumphrey

Alabama·CRD #4455893
Dual-registered

Dual-registered at &PARTNERS

Experience
25 yrs
States
17
Exams
4
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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BM

Bryan Michael Rich

North Carolina·CRD #2785748
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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BM

Bryan Michael Thaler

Maryland·CRD #2928192
Dual-registered

Dual-registered at VSM WEALTH ADVISORY, LLC

Experience
33 yrs
States
1
Exams
2
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
BU

Bryanna Unzueta

Florida·CRD #7596840
Dual-registered

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

Experience
2 yrs
States
12
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
BN

Bryan Neil Zimmerman

Virginia·CRD #7887054
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
BN

Bryan Nicholas Grisak

Arizona·CRD #4165935
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
26 yrs
States
28
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BN

Bryan Nielson

Arizona·CRD #6524248
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
11 yrs
States
19
Exams
4
Since
2015
Fee
AUM / Hourly / Flat Fee / Other
View profile
BO

Bryan O Vides

Arizona·CRD #4832661
Dual-registered

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

Experience
20 yrs
States
29
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Bryan Parks

Alabama·CRD #5366064
Dual-registered

Dual-registered at ALTA WEALTH ADVISORS LLC

Experience
19 yrs
States
19
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Bryan Patrick Hasling

California·CRD #6360031
IA Rep

Investment Adviser Rep at MODERN FINANCIAL PLANNING

Experience
11 yrs
States
2
Exams
1
Since
2015
Fee
AUM / Flat Fee
View profile
BP

Bryan Patrick Long

Illinois·CRD #6810657
Dual-registered

Dual-registered at GREAT LAKES ADVISORS, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Fee
AUM / Flat Fee / Performance-based / Other
View profile
BP

Bryan Patrick Sapp

Wisconsin·CRD #7649114
IA Rep

Investment Adviser Rep at EXCEED ADVISORY LLC

Experience
2 yrs
States
1
Since
2024
Est. fee
AUM / Flat Fee
View profile
BP

Bryan Patrick Treadway

Alabama·CRD #2336010
Dual-registered

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

Experience
26 yrs
States
53
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Bryan Paul Blake

Texas·CRD #5388713
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
BP

Bryan Paul Katz

Minnesota·CRD #3181420
Dual-registered

Dual-registered at OMNI 360 WEALTH, INC.

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Bryan P Boll

Alabama·CRD #4808213
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

Experience
22 yrs
States
25
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Bryan P Cunningham

N/A·CRD #2930671
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
24 yrs
Exams
8
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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