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+)
CG

Colin Geoffrey McCarthy

Texas·CRD #6147617
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
CG

Colin Gerald Danahy

Nebraska·CRD #7841118
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Flat Fee / Performance-based
View profile
CG

Colin Gladding Hoehn

Texas·CRD #2494909
Dual-registered

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

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Colin Gregory White

Georgia·CRD #4477389
Dual-registered

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

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Colin Guimin Feng

Florida·CRD #2987747
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Colin Heafy

New Jersey·CRD #1906579
Dual-registered

Dual-registered at KEY GROUP MANAGEMENT, INC.

Experience
35 yrs
States
1
Exams
8
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
CH

Colin Henry Hohman

Minnesota·CRD #5092368
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Colin James Ahern

Minnesota·CRD #7680762
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
3
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
CJ

Colin James Domonoske

California·CRD #6784880
IA Rep

Investment Adviser Rep at STRATOS WEALTH PARTNERS, LTD

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CJ

Colin James Green

Texas·CRD #8022868
IA Rep

Investment Adviser Rep at WESTERN WEALTH MANAGEMENT LLC

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

Colin James Hollingsworth

New Jersey·CRD #6787462
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
CJ

Colin James H Pedersen

New York·CRD #7631275
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
CJ

Colin James Hurst

California·CRD #7332520
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

Experience
5 yrs
States
4
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Colin James Longacre

Nebraska·CRD #6630854
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Colin James Nicholson

Maryland·CRD #6873146
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
CJ

Colin James Tidings

New York·CRD #8013894
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Colin James Vorreyer

Illinois·CRD #7916190
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Colin Jerding

Texas·CRD #6682074
Dual-registered

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

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Colin J Murray

Massachusetts·CRD #7374714
Dual-registered

Dual-registered at NOVEM GROUP

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Colin John Clarkson

Georgia·CRD #7427194
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Colin Joseph Steele

Maryland·CRD #7925363
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Flat Fee
View profile
CK

Colin Kowalczyk

Illinois·CRD #7566104
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
CL

Colin Lee Renick

Maryland·CRD #7927329
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
CL

Colin Lee Roesler

California·CRD #6416525
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
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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