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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+)
CP

Cary Patrick Laudadio

Texas·CRD #4038531
Dual-registered

Dual-registered at GOALFUSION WEALTH MANAGEMENT

Experience
27 yrs
States
1
Exams
3
Since
1999
Est. fee
AUM / Flat Fee
View profile
CR

Cary Robert Wood

Texas·CRD #6056647
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
View profile
CS

Cary S Boring

California·CRD #4168907
Dual-registered

Dual-registered at TRILOGY CAPITAL, INC.

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CT

Cary T Koh

California·CRD #6219811
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
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CZ

Cary Zborovsky

Wisconsin·CRD #4200192
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Performance-based
Minimum
$50k
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CA

Casandra Ann Johnson

Massachusetts·CRD #5332300
Dual-registered

Dual-registered at MONTIS FINANCIAL, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Fee
AUM / Hourly / Flat Fee / Other
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CC

Case Coleman

Texas·CRD #8101692
Dual-registered

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

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Casely George Doryumu

N/A·CRD #5181146
Dual-registered

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

Experience
8 yrs
Exams
5
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Case Richard Belger

Ohio·CRD #7941519
IA Rep

Investment Adviser Rep at REBEL FINANCIAL, LLC

Experience
2 yrs
States
1
Exams
2
Since
2024
Fee
AUM / Hourly / Flat Fee / Subscription / Other
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CA

Casey Adam Kleiner

Arizona·CRD #7141304
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Casey Alan Mack

Texas·CRD #5345198
Dual-registered

Dual-registered at THE SUM

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
Hourly / Flat Fee
View profile
CA

Casey Alan Walters

Iowa·CRD #6275950
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
CA

Casey Alexander Domanski

Maryland·CRD #7979978
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Casey Allen Everett

Georgia·CRD #7369523
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Casey Allen Rench

Texas·CRD #6155437
IA Rep

Investment Adviser Rep at RELEVANCE CAPITAL MANAGEMENT

Experience
13 yrs
States
1
Exams
1
Since
2013
Fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
CA

Casey Allyn Startzell

Florida·CRD #6147053
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
4
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CA

Casey A McCright

California·CRD #5555549
Dual-registered

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

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Casey Ann Ortiz

New Jersey·CRD #6983121
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Casey Block

Arizona·CRD #8014869
Dual-registered

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

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

Casey Brad Barry

Texas·CRD #2616589
Dual-registered

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

Experience
31 yrs
States
1
Exams
4
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Casey Bramlet

Texas·CRD #5847590
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Casey Brian Klaus

Ohio·CRD #6699127
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Casey Cason

Arizona·CRD #4637180
Dual-registered

Dual-registered at TACTIVE ADVISORS, LLC

Experience
20 yrs
States
2
Exams
6
Since
2006
Fee
AUM
View profile
CC

Casey Charles Wolff

Texas·CRD #4668994
Dual-registered

Dual-registered at THE ADVISORY RESOURCE GROUP, LLC

Experience
23 yrs
States
1
Exams
6
Since
2003
Est. fee
AUM
Minimum
$200k
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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