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+)
CA

Connor Albert McCormick

New Jersey·CRD #8120137
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Connor Alexander Marsh

Alabama·CRD #6083236
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
22
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CA

Connor Alexander Parker

Virginia·CRD #6715822
IA Rep

Investment Adviser Rep at BEACON HARBOR WEALTH ADVISORS

Experience
9 yrs
States
1
Exams
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
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CA

Connor Allen Jacoby

Wisconsin·CRD #8037391
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
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CA

Connor Allen Schaefer

Wisconsin·CRD #8214320
Dual-registered

Dual-registered at LANDOLT SECURITIES, INC.

States
1
Exams
3
Since
2026
Est. fee
AUM
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CA

Connor Allen Woods Brisson

Texas·CRD #7027227
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
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CA

Connor Anderson

Louisiana·CRD #7914196
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
2 yrs
States
3
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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CA

Connor Andrew Cox

North Carolina·CRD #7906368
IA Rep

Investment Adviser Rep at PROFFITT & GOODSON INC.

Experience
2 yrs
States
4
Since
2024
Est. fee
AUM / Hourly / Other
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CA

Connor Andrew Murphy

Minnesota·CRD #8207716
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
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CB

Connor Balea

Maryland·CRD #7985707
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
CB

Connor Barnes

Maryland·CRD #8040448
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Connor Becton

Virginia·CRD #7378433
Dual-registered

Dual-registered at SPIRE WEALTH MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CB

Connor B Esposito

New York·CRD #7361421
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Connor Bleser Morse

Illinois·CRD #5915546
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
12 yrs
States
2
Exams
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CB

Connor Bradshaw

N/A·CRD #8153745
Dual-registered

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

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

Connor B Rainville

Connecticut·CRD #7705201
Dual-registered

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

Experience
3 yrs
States
2
Exams
6
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Connor Branch

Texas·CRD #7767442
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
1 yrs
States
1
Exams
3
Since
2025
Fee
AUM / Flat Fee / Performance-based
View profile
CB

Connor Brian Mire

Louisiana·CRD #7455966
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

Experience
5 yrs
States
2
Exams
1
Since
2021
Fee
AUM / Hourly / Flat Fee
View profile
CB

Connor B Ross

California·CRD #8194137
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
CB

Connor Bryan Macdonell

Michigan·CRD #7128804
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CB

Connor Byron McGuire

Colorado·CRD #8214151
IA Rep

Investment Adviser Rep at TRILOGY CAPITAL, INC.

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CC

Connor Charles Campbell

California·CRD #7230860
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
CC

Connor Charles Humphrey

Arizona·CRD #5769897
IA Rep

Investment Adviser Rep at TFO FAMILY OFFICE PARTNERS

Experience
14 yrs
States
2
Exams
1
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CC

Connor Charles McDonald

New York·CRD #7087132
Dual-registered

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

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Commission / 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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