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 Allan Belica

Oregon·CRD #502448
Dual-registered

Dual-registered at PINNACLE WEALTH ADVISORS

Experience
21 yrs
States
1
Exams
2
Since
2005
Fee
AUM / Hourly / Flat Fee
View profile
DA

Daniel Allan Flees

Wisconsin·CRD #2363443
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
DA

Daniel Allen Barnes

California·CRD #5143840
IA Rep

Investment Adviser Rep at STRAIT & SOUND

Experience
20 yrs
States
3
Since
2006
Est. fee
AUM / Hourly
Minimum
$500k
View profile
DA

Daniel Allen Carlson

Minnesota·CRD #4558125
Dual-registered

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

Experience
23 yrs
States
2
Exams
4
Since
2003
Fee
AUM / Other
View profile
DA

Daniel Allen Dague

Ohio·CRD #2397866
Dual-registered

Dual-registered at EXODUS WEALTH, LLC

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

Daniel Allen Morris Jr

Florida·CRD #5532792
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DA

Daniel Allen Schneider

Colorado·CRD #6632887
Dual-registered

Dual-registered at HORAN WEALTH, LLC

Experience
9 yrs
States
9
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

Daniel Aloysius Petro

Maryland·CRD #5427144
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
View profile
DA

Daniel Amador Sanchez

N/A·CRD #8065766
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

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

Daniel Amaradio

California·CRD #1571991
Dual-registered

Dual-registered at SELECT MONEY MANAGEMENT, INC.

Experience
40 yrs
States
1
Exams
4
Since
1986
Est. fee
AUM
View profile
DM

Daniela Maria Mabry

Tennessee·CRD #4910221
Dual-registered

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

Experience
5 yrs
States
2
Exams
5
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Daniel A Montesinos

Texas·CRD #5131864
Dual-registered

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

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Daniela Mulet

Florida·CRD #8140758
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
DA

Daniel Anderson Payne

Georgia·CRD #4077985
Dual-registered

Dual-registered at STARR-MATHEWS FINANCIAL, LLC

Experience
13 yrs
States
1
Exams
2
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

Daniel Andrade

California·CRD #8036259
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
DA

Daniel Andreas Vardag

Florida·CRD #6511348
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Daniel Andres Erazo

Florida·CRD #7250095
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DA

Daniel Andrew Balderston

Texas·CRD #5179391
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

Daniel Andrew Caldwell

Virginia·CRD #2042413
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
36 yrs
States
1
Exams
4
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DA

Daniel Andrew Kleiner

Texas·CRD #7365104
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
5 yrs
States
1
Exams
4
Since
2021
Fee
AUM
Minimum
$100k
View profile
DA

Daniel Andrew Webb

Virginia·CRD #7415335
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
5 yrs
States
1
Exams
5
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

Daniel Andriola

Connecticut·CRD #5349306
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
4
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

Daniel Antenor, Jr

California·CRD #5839052
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
14 yrs
States
2
Exams
11
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
DA

Daniel Anthony Cesta

Florida·CRD #2763334
Dual-registered

Dual-registered at PINNACLE WEALTH MANAGEMENT GROUP, INC.

Experience
30 yrs
States
4
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 763 | AdvisorFinder