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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+)
CR

Chase Richard Thomas

Alaska·CRD #6086393
Dual-registered

Dual-registered at ALPHA WEALTH FUNDS, LLC

Experience
12 yrs
States
8
Exams
4
Since
2014
Est. fee
AUM / Commission / Hourly / Performance-based / Subscription / Other
Minimum
$500k
View profile
CR

Chase Robert Kingsley

Texas·CRD #6436920
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
CR

Chase Ryan Anderson

California·CRD #7235671
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
CS

Chase Scott Billington

Georgia·CRD #7635350
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
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CS

Chase Sebastian Dimiceli

Maryland·CRD #7609440
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Chase Thomas Harris

South Dakota·CRD #8135179
IA Rep

Investment Adviser Rep at ELGETHUN CAPITAL MANAGEMENT

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$5.0M
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CT

Chase Thomas Wietfeld

North Carolina·CRD #7358083
IA Rep

Investment Adviser Rep at ATLANTIC PRIVATE WEALTH, LLC

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Flat Fee
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CT

Chase Toberman Heiden

Arizona·CRD #5984122
Dual-registered

Dual-registered at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Experience
15 yrs
States
4
Exams
5
Since
2011
Est. fee
AUM / Hourly
Minimum
$50k
View profile
CT

Chase T Pfister

Colorado·CRD #7333345
Dual-registered

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

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Commission / Flat Fee
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CW

Chase W Armer

California·CRD #4134404
Dual-registered

Dual-registered at PLANNED SOLUTIONS, INC.

Experience
25 yrs
States
9
Exams
3
Since
2001
Est. fee
AUM / Hourly
Minimum
$100k
View profile
CZ

Chase Zachary Hefel

Iowa·CRD #8114934
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Chason Glenn Hawkins

Arizona·CRD #4491081
Dual-registered

Dual-registered at TRIBECA FINANCIAL, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Other
View profile
CR

Chason Ray Arrington

North Carolina·CRD #6976729
Dual-registered

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

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Chason W Trahan

North Carolina·CRD #6745002
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CG

Chassidy G Wynne

Texas·CRD #7389122
Dual-registered

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

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

Chassidy Taylor Wendell

Florida·CRD #3107897
Dual-registered

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

Experience
27 yrs
States
2
Exams
9
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Chau Huynh

California·CRD #3117013
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Chaunda Linnea Jetton

Tennessee·CRD #4481446
Dual-registered

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

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
CN

Chau N Morris

Indiana·CRD #5802529
Dual-registered

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

Experience
13 yrs
States
3
Exams
4
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Chauvon Letroy McFadden

Texas·CRD #4577259
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
CV

Chavez Vincent

Michigan·CRD #6559507
Dual-registered

Dual-registered at FAI ADVISORS, INC.

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

Chaya F Slain

Ohio·CRD #3104229
IA Rep

Investment Adviser Rep at VIRTERA PARTNERS LLC

Experience
6 yrs
States
1
Exams
2
Since
2020
Est. fee
AUM
Minimum
$100.0M
View profile
CD

Chaz-Ira Dudley

North Carolina·CRD #5668810
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Chaz Michael Fahrner

California·CRD #6245832
Dual-registered

Dual-registered at ORION CAPITAL MANAGEMENT LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
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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