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

Crystal Marie Thomas

Illinois·CRD #5350523
Dual-registered

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

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Crystal Meredith Bahr

Florida·CRD #5064355
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Crystal Michelle Piazza

Texas·CRD #7624325
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
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CM

Crystal M Walter

Iowa·CRD #6746777
Dual-registered

Dual-registered at NATIONS FINANCIAL GROUP, INC.

Experience
6 yrs
States
1
Exams
9
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$25k
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CN

Crystal Nicole Hatteberg

Minnesota·CRD #5203276
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CR

Crystal Renee Matlock

Texas·CRD #2585322
Dual-registered

Dual-registered at RESTON WEALTH MANAGEMENT

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$1.0M
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CR

Crystal Roger

New Jersey·CRD #5218300
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
2
Exams
7
Since
2007
Est. fee
AUM / Flat Fee
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CR

Crystal Rose Sdano

Florida·CRD #6725266
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
3
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CR

Crystal R Turner

Massachusetts·CRD #7599022
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Crystal Shimizu

Illinois·CRD #6581213
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Crystal Simmons Garner

Florida·CRD #4553727
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
24 yrs
States
2
Exams
1
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CS

Crystal Sudbury

Florida·CRD #7328254
IA Rep

Investment Adviser Rep at CREATIVEONE SECURITIES, LLC

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

Crystal Trevino Groover

Georgia·CRD #4986476
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
12 yrs
States
2
Exams
3
Since
2014
Fee
AUM / Hourly / Flat Fee
View profile
CW

Crystal Wood Stevens

Alabama·CRD #4588015
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
22 yrs
States
20
Exams
3
Since
2004
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
CM

Crysta M Bloomingdale

Ohio·CRD #7234688
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CS

C Scott Rassler

Florida·CRD #838660
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
47 yrs
States
1
Exams
5
Since
1979
Est. fee
AUM / Hourly / Flat Fee
View profile
CN

C.s. Nolan Hruby

Nebraska·CRD #5944029
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

C S Spring II

South Carolina·CRD #4174041
Dual-registered

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

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CS

C Stephen Hruby III

Nebraska·CRD #1070412
Dual-registered

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

Experience
43 yrs
States
2
Exams
6
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
CT

C T Weissing

Florida·CRD #726414
Dual-registered

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

Experience
45 yrs
States
1
Exams
4
Since
1981
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cullen Barclay Murray

District Of Columbia·CRD #2431344
Dual-registered

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

Experience
33 yrs
States
4
Exams
4
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
CB

Cullen Breen

New York·CRD #5818590
Dual-registered

Dual-registered at DUTCH ASSET CORPORATION

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

Cullen D Kafka

California·CRD #8101702
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
CG

Cullen Gordon Hughes

Louisiana·CRD #6285453
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

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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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