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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+)
DA

Daniel Alan Dewhitt

Texas·CRD #7891416
IA Rep

Investment Adviser Rep at WAYSTONE ADVISORS LLC

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

Daniel Alan Finkle

Florida·CRD #3008698
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Other
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DA

Daniel Alan Humbert

New York·CRD #1758111
Dual-registered

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

Experience
35 yrs
States
3
Exams
5
Since
1991
Est. fee
AUM / Commission / Flat Fee
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DA

Daniel Alan Levitt

Texas·CRD #4019377
Dual-registered

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

Experience
27 yrs
States
1
Exams
6
Since
1999
Est. fee
AUM / Commission / Flat Fee
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DA

Daniel Alan McCorkle

Alaska·CRD #4816887
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
19 yrs
States
4
Exams
6
Since
2007
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
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DA

Daniel Alan Natoli

Florida·CRD #5931430
Dual-registered

Dual-registered at ALTITUDE CAPITAL MANAGEMENT LLC

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee
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DA

Daniel Alan Raymond

California·CRD #4618228
Dual-registered

Dual-registered at VALLEY WEALTH STRATEGIES, LLC

Experience
23 yrs
States
2
Exams
6
Since
2003
Est. fee
AUM / Hourly / Flat Fee
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DA

Daniel Alan Soud

Florida·CRD #1966477
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
37 yrs
States
1
Exams
4
Since
1989
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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DA

Daniel Alarie

Michigan·CRD #7040929
IA Rep

Investment Adviser Rep at HANTZ FINANCIAL SERVICES, INC.

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

Daniel Albert McAuliffe

New York·CRD #5580330
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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DA

Daniel Albert Neil

California·CRD #4292619
Dual-registered

Dual-registered at FLC CAPITAL ADVISORS

Experience
25 yrs
States
2
Exams
5
Since
2001
Fee
AUM / Commission / Hourly / Flat Fee / Other
View profile
DA

Daniel Albert Noven

Colorado·CRD #4537156
IA Rep

Investment Adviser Rep at ARAX ADVISORY PARTNERS

Experience
27 yrs
States
2
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
DA

Daniel Alberto Aranda

Texas·CRD #6237169
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

Daniel Albert Roeske

Texas·CRD #2740143
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

Daniel Alejandro Gomes

Maryland·CRD #7051278
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 Alejandro Guerrero

Texas·CRD #7432835
Dual-registered

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

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Daniel Alejandro Torres Gonzalez

California·CRD #6798314
Dual-registered

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

Experience
9 yrs
States
1
Exams
5
Since
2017
Fee
AUM / Other
View profile
DA

Daniel A Leon

Maryland·CRD #6399736
Dual-registered

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

Experience
12 yrs
States
2
Exams
6
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Daniel Alexander Martin

Texas·CRD #7399763
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
DA

Daniel Alexander Rieber

Florida·CRD #4728765
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
5 yrs
States
3
Exams
3
Since
2021
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
DA

Daniel Alexander Ward

North Carolina·CRD #6627521
IA Rep

Investment Adviser Rep at OAK CITY INVESTMENT CONSULTING

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Flat Fee / Other
View profile
DA

Daniel Alexander Young

California·CRD #5383896
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
DA

Daniel Alford Fedder

California·CRD #6480208
IA Rep

Investment Adviser Rep at SEVEN POST INVESTMENT OFFICE LP

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50.0M
View profile
DA

Daniel Alkhoury

Minnesota·CRD #7567025
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / 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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