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+)
CL

Chuo Lin Loo

Pennsylvania·CRD #8120693
IA Rep

Investment Adviser Rep at INTERCHANGE CAPITAL PARTNERS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
CK

Chutima Keeragool

Texas·CRD #7443904
Dual-registered

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

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Chuzhe Song

California·CRD #6020745
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
CR

Chyenne Renee Hayes

Michigan·CRD #7882228
IA Rep

Investment Adviser Rep at GIBBS WEALTH MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM
Minimum
$25k
View profile
CS

Chyna S Bacchus

Tennessee·CRD #7568596
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Chynna Mohammed

New York·CRD #7030563
Dual-registered

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

Experience
5 yrs
States
2
Exams
5
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CY

Chy Yip

California·CRD #4986129
Dual-registered

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

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Ciano Buthler Villaquiran

California·CRD #6117205
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
CC

Ciara Chanel Gibbs

Louisiana·CRD #7281187
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CK

Ciara Kathleen Stewart

Ohio·CRD #7578899
IA Rep

Investment Adviser Rep at COMMONWEALTH FINANCIAL SERVICES

Experience
3 yrs
States
2
Exams
2
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Ciara M Ciez

Florida·CRD #8037290
Dual-registered

Dual-registered at JACKSONVILLE WEALTH MANAGEMENT

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

Ciara Sharp Hanratty

Arizona·CRD #5964454
IA Rep

Investment Adviser Rep at HUB INVESTMENT PARTNERS, LLC

Experience
13 yrs
States
3
Exams
1
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
CE

Cicely E Jones

California·CRD #6607930
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Cicero Seisdedos

Alaska·CRD #8188847
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
1 yrs
States
4
Exams
1
Since
2025
Fee
AUM
View profile
CH

Cijin Hu

Connecticut·CRD #5506834
Dual-registered

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

Experience
15 yrs
States
3
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
CN

Ciji Nichole Fisher

North Carolina·CRD #5208959
IA Rep

Investment Adviser Rep at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
16 yrs
States
1
Exams
4
Since
2010
Fee
AUM
View profile
CJ

Cilika Jia Wen Xie

California·CRD #8059619
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Cindi Lynn Porter-Rowe

Georgia·CRD #4517682
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
CA

Cindy Ann Ough

Texas·CRD #2519846
Dual-registered

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

Experience
32 yrs
States
1
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Cindy Ann Pepple

Maryland·CRD #3140301
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Flat Fee
View profile
CC

Cindy C Arter

Iowa·CRD #2815357
Dual-registered

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

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Cindy Dawn Hanke

Maryland·CRD #5562406
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CD

Cindy Diane Rowland

Ohio·CRD #1049668
Dual-registered

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

Experience
32 yrs
States
2
Exams
7
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Cindy Gail Schwartz

Florida·CRD #2439193
Dual-registered

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

Experience
27 yrs
States
2
Exams
4
Since
1999
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.

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.

Financial Advisors - Page 668 | AdvisorFinder