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+)
CD

Che Denzel McCorry

Illinois·CRD #7060154
Dual-registered

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

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Chee Whye Chan

California·CRD #7178810
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
CG

Che Guerber-Santana

California·CRD #7857958
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
CT

Cheickh Thiam

New York·CRD #8003229
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Chelsea A. Cammarota

Connecticut·CRD #4194443
Dual-registered

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

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Chelsea Ann Chiswick

New Jersey·CRD #6630173
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Chelsea Barrows

New York·CRD #5951286
Dual-registered

Dual-registered at OPAL WEALTH ADVISORS, LLC

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
CB

Chelsea Beltre

Florida·CRD #7910217
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

Chelsea Brice Carter

Florida·CRD #6030151
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CC

Chelsea Coleman Hussey

Ohio·CRD #5630242
Dual-registered

Dual-registered at RETURN ON LIFE WEALTH PARTNERS

Experience
15 yrs
States
1
Exams
5
Since
2011
Fee
AUM / Hourly / Flat Fee / Subscription
View profile
CE

Chelsea E Cooper

Texas·CRD #6402070
Dual-registered

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

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Chelsea Elizabeth Wise

Delaware·CRD #7067650
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
4
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
CE

Chelsea Emmalyne Newell

California·CRD #6719754
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

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

Chelsea June Adams

Texas·CRD #5367258
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CK

Chelsea Kristine Spenser

California·CRD #7360585
Dual-registered

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

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

Chelsea L Mayfield

Delaware·CRD #6651103
Dual-registered

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

Experience
9 yrs
States
4
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Chelsea Louise Kessler

Colorado·CRD #7092367
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Chelsea Lynn Clegg

Louisiana·CRD #6584645
IA Rep

Investment Adviser Rep at MCKINLEY CARTER WEALTH SERVICES, INC.

Experience
10 yrs
States
4
Exams
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chelsea Magliocca McAuliffe

New York·CRD #6473993
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chelsea Marie Weiss

West Virginia·CRD #8200826
IA Rep

Investment Adviser Rep at AXXCESS WEALTH MANAGEMENT, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CM

Chelsea M Fox

Texas·CRD #6598983
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
CM

Chelsea Morgan Botta

Colorado·CRD #6080803
Dual-registered

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

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

Chelsea N Dwyer

California·CRD #7167761
Dual-registered

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

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CN

Chelsea Nichole Toledo

Wyoming·CRD #7314459
Dual-registered

Dual-registered at GC WEALTH MANAGEMENT RIA, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / 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 577 | AdvisorFinder