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+)
DB

Daniel Brian Binn

California·CRD #2378500
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
2
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DB

Daniel Brian Fitzgerald

Illinois·CRD #5322909
Dual-registered

Dual-registered at PINNACLE FINANCIAL GROUP LLC

Experience
14 yrs
States
2
Exams
2
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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DB

Daniel Brian Greaves

Tennessee·CRD #6451500
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
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DB

Daniel Brian Hirsch

New Jersey·CRD #3182714
Dual-registered

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

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
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DB

Daniel Brian Van Matre

Pennsylvania·CRD #6459294
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
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DB

Daniel Brook Wanzenberg

Illinois·CRD #2524671
Dual-registered

Dual-registered at DANA INVESTMENT ADVISORS INC

Experience
19 yrs
States
1
Exams
3
Since
2007
Fee
AUM / Flat Fee / Performance-based
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DB

Daniel Brown

California·CRD #8210948
IA Rep

Investment Adviser Rep at LIDO

States
2
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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DB

Daniel Bruce Levin

Illinois·CRD #7030261
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
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DB

Daniel Bryce Obrien II

New York·CRD #2636543
Dual-registered

Dual-registered at DOUGLASS WINTHROP ADVISORS LLC

Experience
5 yrs
States
1
Exams
2
Since
2021
Est. fee
AUM / Flat Fee / Other
Minimum
$3.0M
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DB

Daniel Burke Sheehan

Texas·CRD #4557608
Dual-registered

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

Experience
18 yrs
States
2
Exams
6
Since
2008
Est. fee
AUM / Commission / Flat Fee
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DB

Daniel Burton Brady

New Jersey·CRD #6240339
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
12 yrs
States
2
Since
2014
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DC

Daniel Cabot Lowe

California·CRD #2483875
Dual-registered

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

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
DC

Daniel Capozzo

Florida·CRD #2770322
Dual-registered

Dual-registered at CLEARWELL GROUP

States
1
Exams
2
Since
2026
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$10.0M
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DC

Daniel Caraveo Jr

California·CRD #6883685
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
DC

Daniel Carl Davis

Missouri·CRD #1846079
Dual-registered

Dual-registered at ADK WEALTH ADVISORY GROUP

Experience
38 yrs
States
3
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
DC

Daniel Carlisle Jeanneret

Florida·CRD #5644743
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

Daniel Carlos Lacey

Arizona·CRD #4312702
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
14
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DC

Daniel Carlos Rodriguez

Florida·CRD #5207851
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
20 yrs
States
2
Exams
6
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

Daniel Carlos Venegas

California·CRD #1194311
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
42 yrs
States
1
Exams
4
Since
1984
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

Daniel Carroll Stith

Arkansas·CRD #863328
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
47 yrs
States
12
Exams
6
Since
1979
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DC

Daniel Carvallo

Nevada·CRD #7588263
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
DC

Daniel Cassidy Aliperti

District Of Columbia·CRD #4977242
Dual-registered

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

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
DC

Daniel Castillo

Connecticut·CRD #7149067
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
DC

Daniel Castillo-Reyes

California·CRD #7682282
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
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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