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+)
CN

Chelsea Nicole Ralston

Maryland·CRD #6403609
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
CN

Chelsea Noel Landolf

New York·CRD #7679441
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Chelsea Ohm Heintschel

Illinois·CRD #6544213
IA Rep

Investment Adviser Rep at MPM WEALTH ADVISORS

Experience
11 yrs
States
3
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
CP

Chelsea Pittman

California·CRD #7999476
IA Rep

Investment Adviser Rep at ABRAHAM & CO., INC.

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Other
Minimum
$50k
View profile
CR

Chelsea Rae Ganey

Florida·CRD #5631472
Dual-registered

Dual-registered at SUMMIT WEALTH GROUP

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

Chelsea R. Smith

Louisiana·CRD #5561522
Dual-registered

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

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Chelsea Sieczkowski

New Jersey·CRD #6873174
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Chelsea Sue Brown Hoagland

Florida·CRD #5724655
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
CW

Chelsea Wetzel

California·CRD #6514230
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CE

Chelsey Elaine Collins

California·CRD #4968677
Dual-registered

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

Experience
17 yrs
States
2
Exams
6
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CL

Chelsey Lynn-Marie Armstrong

Oregon·CRD #7039397
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Chelsey Margo McShane

Montana·CRD #7252973
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Chelsie Charolette Brandon

Illinois·CRD #6728007
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
CC

Chen Chen

Connecticut·CRD #5599100
Dual-registered

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

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
CC

Chen Chen

California·CRD #6767132
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
CA

Cheng Aik Ong

Alabama·CRD #5317599
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
18 yrs
States
21
Exams
5
Since
2008
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
CJ

Cheng Joey Yang

Oklahoma·CRD #5933181
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Cheng-Yu Lee

California·CRD #6771140
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
9 yrs
States
1
Exams
7
Since
2017
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
CL

Chen Ling

California·CRD #6745759
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
CZ

Chenxuan Zhang

Connecticut·CRD #7991936
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
CW

Chenyi Wei Booth

Arizona·CRD #5042552
Dual-registered

Dual-registered at &PARTNERS

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
CA

Cheri Ada Franklin

Florida·CRD #2012690
Dual-registered

Dual-registered at CLARITY CAPITAL ADVISORS, LLC

Experience
17 yrs
States
2
Exams
4
Since
2009
Est. fee
Flat Fee
View profile
CC

Cheri Christine Nelson

Louisiana·CRD #2822748
Dual-registered

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

Experience
27 yrs
States
3
Exams
9
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Cheri Denny Poston

Virginia·CRD #4510450
Dual-registered

Dual-registered at GRATUS WEALTH ADVISORS LLC

Experience
16 yrs
States
1
Exams
2
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
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 578 | AdvisorFinder