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+)
CP

Colin Patrick Kelley

Maine·CRD #7589440
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CP

Colin Patrick McGraw

California·CRD #7319065
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Colin P Douglas

New Jersey·CRD #8181803
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Colin Peter Figueroa

New Jersey·CRD #5882321
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CP

Colin Philip Craig

Pennsylvania·CRD #7594458
IA Rep

Investment Adviser Rep at BEACON WEALTH CONSULTANTS, INC.

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM / Hourly / Flat Fee
Minimum
$100
View profile
CP

Colin Phillip Plaisance

District Of Columbia·CRD #7214300
Dual-registered

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

Experience
6 yrs
States
5
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Colin P Molloy

Massachusetts·CRD #6784559
IA Rep

Investment Adviser Rep at NORTHEAST INVESTMENT MANAGEMENT INC

States
1
Exams
1
Since
2026
Fee
AUM / Flat Fee
Minimum
$3.0M
View profile
CP

Colin P Plunkett

Illinois·CRD #5031423
Dual-registered

Dual-registered at HUNTER CAPITAL MANAGEMENT

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Performance-based
Minimum
$25k
View profile
CP

Colin P Smith

Louisiana·CRD #6975145
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
8 yrs
States
3
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CR

Colin Robert Kilpatrick

Arizona·CRD #5679423
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
16 yrs
States
9
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CR

Colin Robert Powers

Illinois·CRD #7913728
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Colin Rowe

California·CRD #7582824
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CR

Colin Russell Watters

Kansas·CRD #6153524
Dual-registered

Dual-registered at THE RETIREMENT PLANNING GROUP, LLC

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

Colin Ryan Cook

Texas·CRD #5061370
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Colin Sean Casey

Michigan·CRD #5528170
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
17 yrs
States
2
Exams
3
Since
2009
Fee
AUM / Hourly / Flat Fee
View profile
CS

Colin Stevens Dixon

North Carolina·CRD #7473584
IA Rep

Investment Adviser Rep at MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Experience
5 yrs
States
2
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
CS

Colin Sullivan

New Jersey·CRD #6222252
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Colin S Worden

Connecticut·CRD #6342715
Dual-registered

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

Experience
11 yrs
States
3
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CT

Colin Thomas Babb

California·CRD #5380153
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
CT

Colin Thomas Kelly

Illinois·CRD #2656700
Dual-registered

Dual-registered at STRATEGIC INVESTMENT SOLUTIONS, INC.

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM
View profile
CT

Colin Thomas Murtha

Connecticut·CRD #5910953
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
CT

Colin Thomas Walker

Michigan·CRD #5352727
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Performance-based
Minimum
$50k
View profile
CW

Colin William Coppola Sneddon

California·CRD #8261032
Dual-registered

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

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

Colin Yablonski

Pennsylvania·CRD #7976019
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

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 693 | AdvisorFinder