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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+)
CG

Chase Guerrette

Maine·CRD #7507151
IA Rep

Investment Adviser Rep at OLDFIELD WEALTH PARTNERS

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

Chase Gunter

Georgia·CRD #7607091
Dual-registered

Dual-registered at IFG ADVISORY, LLC

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

Chase Henry Grosse

Florida·CRD #6636615
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
4
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CI

Chase Ivan Boardman

Alabama·CRD #7432074
IA Rep

Investment Adviser Rep at EVERSOURCE WEALTH ADVISORS, LLC

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

Chase J Baute

Missouri·CRD #5987516
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
CJ

Chase John Carlin

California·CRD #5862834
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
15 yrs
States
8
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
CJ

Chase Jonathan Young

California·CRD #6590577
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CK

Chase Kenyon Lederer

California·CRD #7520366
IA Rep

Investment Adviser Rep at PINNACLE WEALTH MANAGEMENT, LLC

Experience
2 yrs
States
4
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Chase Lee Di Bella

Florida·CRD #6799849
IA Rep

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

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CL

Chase Llewellyn

Maryland·CRD #7981014
IA Rep

Investment Adviser Rep at BLACK DIAMOND FINANCIAL, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
CL

Chase L Matriotti

Texas·CRD #7770948
IA Rep

Investment Adviser Rep at CHANEY CAPITAL MANAGEMENT INC.

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM
Minimum
$250k
View profile
CL

Chase Louis Katterman

Pennsylvania·CRD #6733348
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chase Mariott Phelps

California·CRD #7409466
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Flat Fee
View profile
CM

Chase Matthew O'Banion

Texas·CRD #7749030
Dual-registered

Dual-registered at TITLEIST ASSET MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chase Matthew Topol

Florida·CRD #5339966
Dual-registered

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

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Chase Michael Baumgartner

Colorado·CRD #5992114
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
CM

Chase Michael McGill

Michigan·CRD #6824985
Dual-registered

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

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CM

Chase Michael Moser

Indiana·CRD #7926562
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chase Michael Vaseleou

Alaska·CRD #5189209
Dual-registered

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

Experience
19 yrs
States
7
Exams
7
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Chase Michael Wilsey

Arizona·CRD #6467222
IA Rep

Investment Adviser Rep at WILSEY ASSET MANAGEMENT INCORPORATED

Experience
10 yrs
States
6
Exams
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$100k
View profile
CM

Chase Miller Buchanan

Kentucky·CRD #7607030
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Chase M Rosche

Kentucky·CRD #7732501
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
3 yrs
States
1
Exams
1
Since
2023
Fee
AUM / Hourly / Flat Fee / Other
View profile
CN

Chase Nicklaus Jenkins

California·CRD #6665047
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
CR

Chase R Erickson

Colorado·CRD #7927432
IA Rep

Investment Adviser Rep at SUMMIT WEALTH GROUP

States
1
Since
2026
Est. fee
AUM / 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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