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+)
CW

Christopher Welfley

New York·CRD #4283869
Dual-registered

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

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Christopher Wells Battersby

Florida·CRD #1704836
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
38 yrs
States
3
Exams
4
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
CW

Christopher Wesley Bush

Alabama·CRD #5709951
IA Rep

Investment Adviser Rep at OSAIC ADVISORY SERVICES, LLC

Experience
15 yrs
States
27
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
CW

Christopher Wheaton McNiff

Massachusetts·CRD #1563621
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
39 yrs
States
1
Exams
3
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CW

Christopher Wiebusch

California·CRD #7536624
Dual-registered

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

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Christopher Wilkins

Colorado·CRD #5511412
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
3
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CW

Christopher Will Cosby

Virginia·CRD #5879069
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CW

Christopher William Berg

New York·CRD #4510789
Dual-registered

Dual-registered at ADIRONDACK CAPITAL ADVISORS, LLC

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$250k
View profile
CW

Christopher William Brown

Texas·CRD #2302099
Dual-registered

Dual-registered at BROWN | MILLER WEALTH MANAGEMENT, LLC

Experience
33 yrs
States
2
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CW

Christopher William Cummins

Texas·CRD #5972341
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
CW

Christopher William Dandrow

Florida·CRD #6921695
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

Christopher William Frayne

Florida·CRD #5731116
IA Rep

Investment Adviser Rep at SIGMA INVESTMENT COUNSELORS

Experience
16 yrs
States
3
Exams
1
Since
2010
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
CW

Christopher William Gardner

Illinois·CRD #2068012
Dual-registered

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

Experience
36 yrs
States
2
Exams
5
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Christopher William Habedank

Arizona·CRD #6135571
Dual-registered

Dual-registered at INTEGRITY ADVISORY SOLUTIONS

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

Christopher William Hasircoglu

Pennsylvania·CRD #2052507
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
36 yrs
States
1
Exams
5
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CW

Christopher William Knight

North Carolina·CRD #5240507
IA Rep

Investment Adviser Rep at CORNERSTONE WEALTH PLANNING

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

Christopher William Kollitz

Minnesota·CRD #6332923
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
12 yrs
States
3
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
View profile
CW

Christopher William Lakatosh

Pennsylvania·CRD #4508035
Dual-registered

Dual-registered at CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Flat Fee
View profile
CW

Christopher William Lightbound

Texas·CRD #7421351
IA Rep

Investment Adviser Rep at SUMMIT PEAK INVESTMENTS, LLC

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Performance-based
View profile
CW

Christopher William Lowe

California·CRD #4164654
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
CW

Christopher William Muirhead

Ohio·CRD #5964729
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CW

Christopher William Mullin

Minnesota·CRD #3159656
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
26 yrs
States
2
Exams
6
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
CW

Christopher William Neeb

Connecticut·CRD #2517322
Dual-registered

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

Experience
32 yrs
States
3
Exams
6
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Christopher William Niall Carey Mr.

Ohio·CRD #7054433
IA Rep

Investment Adviser Rep at RITHOLTZ WEALTH MANAGEMENT

Experience
7 yrs
States
1
Exams
1
Since
2019
Fee
AUM / 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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