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+)
CR

Carter Reed Hench

Kentucky·CRD #7270590
Dual-registered

Dual-registered at SAVVY

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CS

Carter Street

Texas·CRD #6463470
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
10 yrs
States
1
Exams
3
Since
2016
Fee
AUM / Flat Fee / Performance-based
View profile
CT

Carter Thomas Stockwell

North Carolina·CRD #8046142
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Performance-based
Minimum
$50k
View profile
CT

Carter T Smith

Connecticut·CRD #7504497
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CV

Carter Vannelli

N/A·CRD #8219431
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
CY

Carter Y Hansard

Tennessee·CRD #6274717
Dual-registered

Dual-registered at BARNETT & CO INC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CA

Cary Allen Hearn

California·CRD #6900448
Dual-registered

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

Experience
8 yrs
States
2
Exams
7
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Cary Dean Bazan

Texas·CRD #6390823
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CE

Cary E James

Connecticut·CRD #5605648
Dual-registered

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

Experience
18 yrs
States
3
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cary John Weischadle

Oregon·CRD #2780711
Dual-registered

Dual-registered at STANCORP INVESTMENT ADVISERS, INC.

Experience
27 yrs
States
1
Exams
6
Since
1999
Fee
AUM / Flat Fee / Other
View profile
CJ

Cary Joseph Tucker

Texas·CRD #5016558
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Flat Fee
View profile
CL

Cary Lee Beach

Ohio·CRD #4445764
Dual-registered

Dual-registered at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
24 yrs
States
1
Exams
6
Since
2002
Fee
AUM
View profile
CE

Caryle Eileen Brown

Washington·CRD #4482746
IA Rep

Investment Adviser Rep at CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.

Experience
26 yrs
States
1
Exams
1
Since
2000
Est. fee
AUM
View profile
CM

Cary Meredith Hanosek

Ohio·CRD #2966629
Dual-registered

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

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Cary Michael Levine

Florida·CRD #3127758
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CM

Cary Michael Margolis

California·CRD #3201674
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
25 yrs
States
1
Exams
7
Since
2001
Est. fee
AUM / Other
View profile
CD

Caryna Denys Corzine

California·CRD #7220884
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Caryn A McAnelly

California·CRD #6329460
Dual-registered

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

Experience
12 yrs
States
2
Exams
7
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Caryn Elizabeth Fields

Illinois·CRD #6215503
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CH

Caryn Halbrecht

Connecticut·CRD #2426439
Dual-registered

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

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Caryn Jill Zweig

New Jersey·CRD #1883741
Dual-registered

Dual-registered at ABNER HERRMAN & BROCK, LLC

Experience
36 yrs
States
1
Exams
8
Since
1990
Est. fee
AUM
Minimum
$500k
View profile
CJ

Caryn Johnson

Texas·CRD #4178495
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
3
Exams
4
Since
2001
Est. fee
AUM / Flat Fee
View profile
CS

Caryn Sue Donald

Texas·CRD #1766036
Dual-registered

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

Experience
38 yrs
States
1
Exams
3
Since
1988
Est. fee
AUM / Commission / Flat Fee
View profile
CN

Cary Nye Wieting

Michigan·CRD #1125094
Dual-registered

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

Experience
43 yrs
States
2
Exams
6
Since
1983
Est. fee
AUM / Commission / Flat Fee
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 521 | AdvisorFinder