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+)
CM

Colleen Mary Oshaughnessy

Arizona·CRD #3163359
Dual-registered

Dual-registered at VERUS CAPITAL PARTNERS, LLC

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
CM

Colleen M Bowar

Texas·CRD #4932904
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
CM

Colleen M. Dwyer

Illinois·CRD #6987420
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CP

Colleen Patricia Johnson

Wisconsin·CRD #6780215
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
9 yrs
States
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CP

Colleen Patricia Sorrentino

Arizona·CRD #1714405
Dual-registered

Dual-registered at KELLEHER FINANCIAL ADVISORS, LLC

Experience
34 yrs
States
9
Exams
8
Since
1992
Fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CP

Colleen Paul Chrisman

Texas·CRD #6514410
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
CS

Colleen Saari

Ohio·CRD #7250305
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Colleen S Harris

California·CRD #2934693
Dual-registered

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

Experience
29 yrs
States
2
Exams
8
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Colleen S. Krcelich

Pennsylvania·CRD #5172207
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Colleen Smith

Maryland·CRD #6620433
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CS

Colleen Suzette Blundell

Florida·CRD #3020882
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CA

Collette Aline Shifflett

North Dakota·CRD #7481904
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CF

Collette Fidrych

Texas·CRD #6108655
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
CT

Collette Troyano

Connecticut·CRD #6685360
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
CD

Collie Dicken Coburn Jr

California·CRD #6855753
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
CA

Collin Alan Latsko

Georgia·CRD #7753962
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
CA

Collin A McCall

Florida·CRD #6032450
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
14 yrs
States
2
Exams
3
Since
2012
Fee
AUM / Hourly / Flat Fee
View profile
CA

Collin Andrew Meyer

Florida·CRD #1688235
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
39 yrs
States
2
Exams
10
Since
1987
Est. fee
AUM / Flat Fee
View profile
CB

Collin Barrett Dawes

California·CRD #3242372
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
27 yrs
States
12
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
CB

Collin Brutlag

Ohio·CRD #7855696
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Collin Bryan

Tennessee·CRD #8126359
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
CC

Collin Charles Turner

New Jersey·CRD #8250839
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CC

Collin Christopher Goldschmidt

Texas·CRD #4521017
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Collin Christopher Zines

California·CRD #7069188
IA Rep

Investment Adviser Rep at STEPHENSON AND COMPANY, INC.

Experience
7 yrs
States
1
Exams
4
Since
2019
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 695 | AdvisorFinder