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+)
DA

Daniel A Bolio

New Jersey·CRD #7435582
Dual-registered

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

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
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DA

Daniel Abraham Ball

N/A·CRD #6565538
Dual-registered

Dual-registered at ALPHACORE CAPITAL LLC

Experience
10 yrs
Exams
5
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$1.0M
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DA

Daniel A Calabretta

North Carolina·CRD #7101114
Dual-registered

Dual-registered at STERLING CAPITAL MANAGEMENT LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
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DC

Daniela Carolina Rettig

New York·CRD #6679491
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
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DA

Daniel A Cincera

N/A·CRD #6153848
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
12 yrs
Exams
6
Fee
AUM / Other
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DA

Daniel A Claps

Florida·CRD #1841040
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
31 yrs
States
4
Exams
12
Since
1995
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
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DA

Daniel Adam Dupuis

South Carolina·CRD #4606357
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
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DA

Daniel Adam Nesmith

Georgia·CRD #5707208
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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DA

Daniel Adam Schraeder

Illinois·CRD #7116523
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
7 yrs
States
1
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
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DA

Daniel Adam Umansky

California·CRD #1806953
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
35 yrs
States
1
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee / Other
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DA

Daniel A Debruyckere

New Hampshire·CRD #7905998
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

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

Daniel Adolph Czapla

California·CRD #1547687
Dual-registered

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

Experience
40 yrs
States
2
Exams
3
Since
1986
Est. fee
AUM / Commission / Flat Fee
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DA

Daniel Adrian Knight

Florida·CRD #8101687
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
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DD

Daniela Dunne

California·CRD #7445267
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

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

Daniel A Fries

Florida·CRD #4052528
Dual-registered

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

Experience
26 yrs
States
4
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
DF

Daniela Froes Brink

Florida·CRD #7140881
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
DA

Daniel A Green

Connecticut·CRD #5836040
Dual-registered

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

Experience
13 yrs
States
3
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Daniel Aguirre

Texas·CRD #7908744
Dual-registered

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

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Daniel A Halley-Wright

Florida·CRD #6224384
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
DA

Daniel A Halos

Washington·CRD #5090403
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
DI

Daniela Itzel Arias Rojas

Texas·CRD #7447453
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Daniel A Jeffers

New Jersey·CRD #4685696
Dual-registered

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

Experience
23 yrs
States
3
Exams
6
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Daniel A Krieg

Indiana·CRD #4611304
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
2
Exams
7
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DA

Daniel A Krystyniak II

Connecticut·CRD #2480288
Dual-registered

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

Experience
32 yrs
States
4
Exams
5
Since
1994
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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