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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+)
CM

Cheryl M Witte

New Jersey·CRD #4867754
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

Cheryl Nicole Hansford

Washington·CRD #7318833
IA Rep

Investment Adviser Rep at EVANS CAPITAL MANAGEMENT ASSOCIATES

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
CP

Cheryl Patrice Hammer

Connecticut·CRD #1613009
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
39 yrs
States
2
Exams
4
Since
1987
Est. fee
AUM / Hourly / Flat Fee
View profile
CT

Cheryl T. Duhon

Louisiana·CRD #4612708
Dual-registered

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

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
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CT

Cheryl T Freeman

Maryland·CRD #4382604
Dual-registered

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

Experience
25 yrs
States
2
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
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CT

Cheryl Trail

California·CRD #5179493
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
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CV

Cheryl Vinson

North Carolina·CRD #7234226
IA Rep

Investment Adviser Rep at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Other
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CW

Cheryl Walter Tobin

Pennsylvania·CRD #2034295
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
CW

Cheryl Washington

Illinois·CRD #4827371
Dual-registered

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

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Cheryl Weldy Fainelli

Florida·CRD #7393248
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CV

Chesley Venable Morton Jr

Alabama·CRD #1372000
Dual-registered

Dual-registered at CARTER, TERRY & COMPANY, INC.

Experience
41 yrs
States
2
Exams
6
Since
1985
Est. fee
AUM
Minimum
$25k
View profile
CT

Chessada Terrell Laney

North Carolina·CRD #2858141
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CA

Chester Alan Straily

Texas·CRD #4533770
Dual-registered

Dual-registered at PARKSTONE WEALTH MANAGEMENT, LLC

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM
Minimum
$3.0M
View profile
CJ

Chester James Ritchie III

Virginia·CRD #1988063
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
1
Exams
4
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CL

Chester Lawrence Naiman III

N/A·CRD #1617096
Dual-registered

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

Experience
23 yrs
Exams
4
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Chester Leo Wilson

Florida·CRD #4597794
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Chester Ryan Westfall

Oregon·CRD #4897202
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CA

Chet Alan Bingham

Virginia·CRD #2718425
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
17 yrs
States
1
Exams
6
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CS

Chetan Shambhu Pai Panandiker

Texas·CRD #5781260
IA Rep

Investment Adviser Rep at BARROW HANLEY GLOBAL INVESTORS

Experience
8 yrs
States
1
Exams
1
Since
2018
Fee
AUM / Performance-based
View profile
CV

Chetan Vashrambhai Desai

Illinois·CRD #7701391
IA Rep

Investment Adviser Rep at ARIS INVESTING

Experience
3 yrs
States
2
Since
2023
Est. fee
AUM
View profile
CB

Chet Brendan Beene

Texas·CRD #6795035
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CC

Chet Charles Bogdan

Colorado·CRD #2639303
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
31 yrs
States
3
Exams
6
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Chet Lawrence Saunders

Georgia·CRD #2364218
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CV

Chetwin Van George Carter

Louisiana·CRD #3117670
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / 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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