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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+)
DR

Dane Rowland Tinley

California·CRD #6554657
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
DM

Danese Michelle Tremble

Florida·CRD #3256039
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
DS

Dane Solberg

Minnesota·CRD #6798160
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DT

Dane Thomas Gleeson

Minnesota·CRD #6143493
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
10 yrs
States
2
Exams
4
Since
2016
Fee
AUM / Hourly / Flat Fee
View profile
DT

Dane Tokuma Sako

Hawaii·CRD #6593859
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DJ

Danette Josephine Harfst

Oregon·CRD #6026186
IA Rep

Investment Adviser Rep at HARFST AND ASSOCIATES, INC.

Experience
14 yrs
States
3
Exams
1
Since
2012
Fee
AUM / Hourly / Flat Fee
Minimum
$500k
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DW

Danette West Starks

Mississippi·CRD #4275963
Dual-registered

Dual-registered at IFG ADVISORY, LLC

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
DH

Dan Hall Hinds

Texas·CRD #1047994
Dual-registered

Dual-registered at WESTWOOD MANAGEMENT CORP

Experience
23 yrs
States
1
Exams
6
Since
2003
Fee
AUM / Performance-based
View profile
DA

Danh Anh Truong

California·CRD #7248814
Dual-registered

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

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
DH

Dan Herman Meckenstock

Kansas·CRD #4119455
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DH

Dan Holzer

California·CRD #5779187
Dual-registered

Dual-registered at REALTA INVESTMENT ADVISORS, INC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
DF

Dania Fitzgerald Tanguis

Louisiana·CRD #1817705
Dual-registered

Dual-registered at ETHOS FINANCIAL GROUP, LLC

Experience
35 yrs
States
1
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
DM

Danial Matthew Khan

California·CRD #8131513
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

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

Danial Nicholas Roman

Pennsylvania·CRD #6046251
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Dania Posada

Florida·CRD #6698738
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
DK

Danieh Kasar

Illinois·CRD #6862290
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Daniela Alejandra Amar

Maryland·CRD #6455895
Dual-registered

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

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Daniela Alexandra Munoz

Florida·CRD #7017117
Dual-registered

Dual-registered at ATLANTIC FAMILY WEALTH, LLC

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM
View profile
DA

Daniela Aljawad

California·CRD #5604984
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DA

Daniel Aaron Niemeyer

Minnesota·CRD #7611421
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DA

Daniel Aaron Price

Texas·CRD #4893378
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Flat Fee
View profile
DA

Daniel Aaron Slacter

District Of Columbia·CRD #5507704
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
4
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
View profile
DA

Daniel Aaron Wohl

Michigan·CRD #5133281
Dual-registered

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

Experience
20 yrs
States
2
Exams
7
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Daniel A Beisiegel

Oklahoma·CRD #4175317
Dual-registered

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

Experience
22 yrs
States
2
Exams
3
Since
2004
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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