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+)
CA

Cassandra A Milbrandt

Minnesota·CRD #5288818
Dual-registered

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

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cassandra Baysa Lirio

New York·CRD #6941273
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cassandra Bezeau

Michigan·CRD #7246049
Dual-registered

Dual-registered at REGAL INVESTMENT ADVISORS LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CC

Cassandra Carol Camerer

Washington·CRD #6464239
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
9 yrs
States
1
Exams
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CC

Cassandra C. Laymon

Florida·CRD #5387693
Dual-registered

Dual-registered at BEACON WEALTH CONSULTANTS, INC.

Experience
19 yrs
States
5
Exams
2
Since
2007
Fee
AUM / Hourly / Flat Fee
Minimum
$100
View profile
CC

Cassandra Cortez

Texas·CRD #8261004
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Cassandra Dianne Fyles Graziano

Vermont·CRD #6683931
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
CG

Cassandra Godbey

Nevada·CRD #7184239
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
CH

Cassandra Heald

California·CRD #7443592
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
3 yrs
States
3
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
View profile
CJ

Cassandra Janelle Bautista

California·CRD #7600500
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cassandra J Henning

Florida·CRD #7403487
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cassandra Joan McPherson

Nebraska·CRD #6598556
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
1
Exams
8
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CK

Cassandra Kai Driver

Texas·CRD #4689268
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
View profile
CL

Cassandra L Calhoun

California·CRD #6648284
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Cassandra Leitsinger

Kentucky·CRD #6752357
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Cassandra Marie McKnight

New York·CRD #6079682
Dual-registered

Dual-registered at STASH WEALTH, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Flat Fee / Other
View profile
CM

Cassandra Martin Conte

Virginia·CRD #6550107
Dual-registered

Dual-registered at TAYLOR FINANCIAL GROUP, INC.

Experience
9 yrs
States
1
Exams
4
Since
2017
Fee
AUM / Flat Fee
Minimum
$250k
View profile
CM

Cassandra Michelle Sanchez

Texas·CRD #6914610
IA Rep

Investment Adviser Rep at FINANCIAL & TAX ARCHITECTS, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Flat Fee
View profile
CM

Cassandra Monique Thornock

Arizona·CRD #5746142
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CN

Cassandra N Urbano

California·CRD #5573921
Dual-registered

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

Experience
17 yrs
States
5
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Cassandra Rene Adesina

Florida·CRD #6279669
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CR

Cassandra R Stiff

Georgia·CRD #1905810
IA Rep

Investment Adviser Rep at BCG SECURITIES, INC.

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
Minimum
$25k
View profile
CS

Cassandra Smith

North Carolina·CRD #8240398
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

States
1
Exams
1
Since
2026
Fee
AUM / Hourly / Flat Fee
View profile
CS

Cassandra Sparks

Illinois·CRD #5740907
Dual-registered

Dual-registered at GALLAGHER FIDUCIARY ADVISORS, LLC

Experience
16 yrs
States
2
Exams
5
Since
2010
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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