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

Chinh Duy Vuong

California·CRD #6492934
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
CS

Chin-Hui Su

Illinois·CRD #4476646
Dual-registered

Dual-registered at &PARTNERS

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
CL

Chinli Loo Sun

Hawaii·CRD #5979670
Dual-registered

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

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Chinonyerem Eluwa-Chukwu

Connecticut·CRD #4256491
Dual-registered

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

Experience
26 yrs
States
3
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Chintana Griffin

Hawaii·CRD #5713343
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CR

Chintan Rameshbhai Patel

California·CRD #6905983
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Fee
AUM / Other
View profile
CV

Chintan Vora

New Jersey·CRD #4734824
Dual-registered

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

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
CE

Chioma Evangeline Peter

Texas·CRD #7478419
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
CR

Chiquita Rice

Maryland·CRD #6411385
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
4
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CK

Chiraag Kirpalani

Connecticut·CRD #6089481
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CN

Chirag Nanubhai Savalia

New Jersey·CRD #5589655
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
CS

Chirho S Garcia

California·CRD #4688632
Dual-registered

Dual-registered at ELEVATED CAPITAL ADVISORS, LLC

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10k
View profile
CS

Chito S Okoye

District Of Columbia·CRD #4826000
Dual-registered

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

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Chitra Jay Patel

Georgia·CRD #4838515
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
22 yrs
States
1
Exams
5
Since
2004
Fee
AUM / Hourly / Flat Fee
View profile
CW

Chi Wai Poon

California·CRD #7725867
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
3 yrs
States
7
Exams
5
Since
2023
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
CB

Chloe Briel

Minnesota·CRD #5989915
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Chloe Brown Williams

California·CRD #6682507
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
View profile
CC

Chloe Cahill

Connecticut·CRD #8012107
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
CE

Chloe Elizabeth Knapp

Illinois·CRD #7117833
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

Experience
2 yrs
States
1
Exams
5
Since
2024
Est. fee
AUM / Flat Fee
View profile
CH

Chloe Huang Sandler

Florida·CRD #7548893
IA Rep

Investment Adviser Rep at CERTUITY, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee / Performance-based
View profile
CJ

Chloe Jacques

Connecticut·CRD #6582861
Dual-registered

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

Experience
10 yrs
States
3
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Chloe Lee Zaft

California·CRD #7474848
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

Chloe M Charbonnet

Louisiana·CRD #7977436
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
CH

C Hodges Harty III

Alabama·CRD #1114074
Dual-registered

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

Experience
43 yrs
States
2
Exams
5
Since
1983
Est. fee
AUM / Commission / 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 584 | AdvisorFinder