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+)
AM

Aaron M Donaldson

Alaska·CRD #6413973
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
6 yrs
States
18
Exams
5
Since
2020
Est. fee
AUM
Minimum
$50k
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AM

Aaron Michael Breasseale

North Carolina·CRD #8177728
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

States
1
Fee
AUM / Hourly / Flat Fee
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AM

Aaron Michael Cooperband

Arizona·CRD #2074370
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

States
16
Fee
AUM / Hourly / Flat Fee
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AM

Aaron Michael Davis

Colorado·CRD #7241206
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
14
Fee
AUM / Commission / Flat Fee
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AM

Aaron Michael Gabrielian

Alabama·CRD #5565991
IA Rep

Investment Adviser Rep at RBC CAPITAL MARKETS, LLC

States
34
Fee
AUM / Flat Fee
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AM

Aaron Michael Hall

Alabama·CRD #6704852
IA Rep

Investment Adviser Rep at U.S. BANCORP ADVISORS, LLC

States
27
Fee
AUM / Other
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AM

Aaron Michael Hoffman

Louisiana·CRD #6865274
Dual-registered

Dual-registered at INSPIRE ADVISORS, LLC

Experience
8 yrs
States
1
Exams
6
Since
2018
Est. fee
AUM
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AM

Aaron Michael Howe

Arizona·CRD #2543036
IA Rep

Investment Adviser Rep at RBC CAPITAL MARKETS, LLC

States
39
Fee
AUM / Flat Fee
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AM

Aaron Michael Jones

Arizona·CRD #5148567
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

States
26
Fee
AUM / Hourly / Flat Fee
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AM

Aaron Michael Muzzy

Arizona·CRD #7119088
IA Rep

Investment Adviser Rep at U.S. BANCORP ADVISORS, LLC

States
22
Fee
AUM / Other
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AM

Aaron Michael Nelson

Alabama·CRD #4419322
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
23 yrs
States
3
Since
2003
Fee
AUM / Hourly / Flat Fee / Performance-based
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AM

Aaron Michael Oudbier

Arizona·CRD #4419362
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

States
22
Fee
AUM / Hourly / Flat Fee
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AM

Aaron Michael Overlien

Alabama·CRD #5564781
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

States
22
Fee
AUM / Hourly / Flat Fee
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AM

Aaron Michael Peloquin

Minnesota·CRD #6856923
IA Rep

Investment Adviser Rep at SAVVY

States
1
Fee
AUM / Hourly / Flat Fee
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AM

Aaron Michael Scott

Connecticut·CRD #2387790
IA Rep

Investment Adviser Rep at RBC CAPITAL MARKETS, LLC

States
10
Fee
AUM / Flat Fee
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AM

Aaron Michael Shapo

Arkansas·CRD #8187365
IA Rep

Investment Adviser Rep at EQUITABLE ADVISORS, LLC

States
4
Fee
AUM / Hourly / Flat Fee
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AM

Aaron Michael Simmons

Connecticut·CRD #2940039
IA Rep

Investment Adviser Rep at BRADLEY FOSTER & SARGENT INC

States
3
Fee
AUM / Flat Fee
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AM

Aaron Michael Smith

Florida·CRD #2154613
IA Rep

Investment Adviser Rep at STRATOS WEALTH PARTNERS, LTD

States
6
Fee
AUM / Hourly / Flat Fee / Other
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AM

Aaron Michael Stout

California·CRD #2568752
IA Rep

Investment Adviser Rep at WILLIAM BLAIR & COMPANY L.L.C.

States
13
Fee
AUM / Flat Fee
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AM

Aaron Michael Vaughn

Ohio·CRD #4514977
Dual-registered

Dual-registered at FORTIS CAPITAL ADVISORS, LLC

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
AM

Aaron Michael Venasky

Alabama·CRD #5144273
IA Rep

Investment Adviser Rep at RBC CAPITAL MARKETS, LLC

States
53
Fee
AUM / Flat Fee
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AM

Aaron Mitchell Rosenthal

Texas·CRD #7817908
IA Rep

Investment Adviser Rep at CAIN, WATTERS & ASSOCIATES, LLC

States
1
Fee
AUM / Hourly / Flat Fee
View profile
AM

Aaron M Klemm

Connecticut·CRD #5621542
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

States
5
Fee
AUM / Hourly / Flat Fee / Other
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AM

Aaron M Menard

Arizona·CRD #7679208
IA Rep

Investment Adviser Rep at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
5
Fee
AUM / Commission / 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.