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+)
CT

Craig Thomas Simmons

Michigan·CRD #2439771
Dual-registered

Dual-registered at SKYOAK WEALTH

Experience
30 yrs
States
1
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$200k
View profile
CT

Craig Thomas Wong

California·CRD #1408444
Dual-registered

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

Experience
41 yrs
States
2
Exams
6
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
CT

Craig Tilghman Booth

Maryland·CRD #2314232
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CT

Craig Timothy Heien

South Dakota·CRD #4043933
Dual-registered

Dual-registered at FIRST HEARTLAND CONSULTANTS, INC.

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
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CV

Craig Valdes

California·CRD #1070843
Dual-registered

Dual-registered at ONE CAPITAL MANAGEMENT, LLC

Experience
40 yrs
States
1
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
View profile
CV

Craig Vassell

California·CRD #6549260
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Craig Weinstein

California·CRD #4167923
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
26 yrs
States
2
Exams
6
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
CW

Craig William Bastuba

Michigan·CRD #4616071
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
CW

Craig William Hammer

Pennsylvania·CRD #2397981
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CW

Craig William Hughes

Texas·CRD #5067134
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

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

Craig William Poe

Missouri·CRD #7281929
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
1
Exams
6
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CW

Craig William Straub

Texas·CRD #1998970
Dual-registered

Dual-registered at LAZARD ASSET MANAGEMENT LLC

Experience
28 yrs
States
1
Exams
6
Since
1998
Fee
AUM / Flat Fee / Performance-based
View profile
CW

Craig William Strong

Minnesota·CRD #4524821
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
20 yrs
States
3
Exams
7
Since
2006
Est. fee
AUM / Flat Fee
View profile
CW

Craig William Surprise

Florida·CRD #4321571
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
2
Exams
6
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CR

Cranston Richard Gesell Jr

California·CRD #1182387
Dual-registered

Dual-registered at ONE CAPITAL MANAGEMENT, LLC

Experience
43 yrs
States
1
Exams
6
Since
1983
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
View profile
CB

Crawford Brown Edwards Jr

Florida·CRD #1064465
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CC

Crescenzo Cesare Camilo Galli Jr

New Jersey·CRD #2521855
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CL

Cresta L Clawson

Indiana·CRD #6774667
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CA

Creston Alexander King III

Texas·CRD #1384172
Dual-registered

Dual-registered at ORLEANS CAPITAL MANAGEMENT CORP

States
1
Exams
5
Since
2026
Est. fee
AUM / Flat Fee
View profile
CJ

Creston John Maxey

Georgia·CRD #6706045
IA Rep

Investment Adviser Rep at IFG ADVISORY, LLC

Experience
9 yrs
States
1
Exams
2
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Crispin Hocate

Texas·CRD #7213284
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CT

Crissie Tewell Fortmeyer

Texas·CRD #2293140
Dual-registered

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

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
CD

Cristalle Dawn Maraman Vivona

Kentucky·CRD #6328241
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CO

Cristhian Omar Gonzales

Texas·CRD #7869394
IA Rep

Investment Adviser Rep at HUB INVESTMENT PARTNERS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / 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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