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+)
CW

Chad William Capp

Michigan·CRD #4619233
IA Rep

Investment Adviser Rep at HANTZ FINANCIAL SERVICES, INC.

Experience
23 yrs
States
3
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CW

Chad William Davey

Minnesota·CRD #4760097
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
22 yrs
States
2
Exams
3
Since
2004
Fee
AUM / Other
View profile
CW

Chad William Goerner

New Jersey·CRD #2902507
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Flat Fee
View profile
CW

Chad William McCauley

Kentucky·CRD #2918779
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
CW

Chad William Roller

Arkansas·CRD #5139916
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
CW

Chad William Stark

North Dakota·CRD #1999115
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
37 yrs
States
2
Exams
4
Since
1989
Est. fee
AUM / Flat Fee
View profile
CK

Chahat Kumari

Maryland·CRD #8182602
IA Rep

Investment Adviser Rep at BLACK DIAMOND FINANCIAL, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
CD

Chaim David Neuman

New York·CRD #3192745
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Chaim Joseph Rosenbaum

Texas·CRD #4501552
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Flat Fee
View profile
CK

Chalise Krentz

New York·CRD #8114717
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Chaminuka Ayinde Holliman

North Carolina·CRD #7113409
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
CD

Champ D Warren III

Texas·CRD #2401114
Dual-registered

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

Experience
33 yrs
States
1
Exams
4
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Chanachart Chareonchump

District Of Columbia·CRD #4799406
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM / Flat Fee
View profile
CK

Chana Kay Beene

Texas·CRD #1689899
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
1
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CB

Chance Burroughs

Texas·CRD #6854726
Dual-registered

Dual-registered at MANSKE WEALTH MANAGEMENT, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Fee
AUM / Flat Fee
View profile
CL

Chance Lloyd Pierce

California·CRD #6444927
IA Rep

Investment Adviser Rep at FIRST NATIONAL ADVISERS, LLC

Experience
7 yrs
States
10
Exams
1
Since
2019
Est. fee
AUM
View profile
CM

Chance Michael Finucane

Texas·CRD #6938549
IA Rep

Investment Adviser Rep at OXBOW ADVISORS, LLC

Experience
8 yrs
States
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Chanda Leger

California·CRD #6278471
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Chandelle A Volo

Oklahoma·CRD #6479414
Dual-registered

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

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

Chandler Dalton Williamson

Illinois·CRD #6648815
Dual-registered

Dual-registered at FYRA CAPITAL MANAGEMENT

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
CG

Chandler Grant Tso

California·CRD #7490166
IA Rep

Investment Adviser Rep at KELSEY FINANCIAL, LLC

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Chandler Johnson Bonta

Illinois·CRD #7655921
Dual-registered

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

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

Chandler J Smith

Ohio·CRD #7890578
Dual-registered

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

Experience
2 yrs
States
2
Exams
5
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Chandler Louis Edlin

Washington·CRD #7363046
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / 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 546 | AdvisorFinder