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+)
DC

Daniel Christian Kelley

Florida·CRD #5459417
Dual-registered

Dual-registered at CLOVER LEAF FINANCIAL LLC

Experience
18 yrs
States
1
Exams
5
Since
2008
Fee
AUM / Flat Fee
Minimum
$250k
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DC

Daniel Christopher Beeson

Nebraska·CRD #4780469
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
2
Exams
6
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DC

Daniel Christopher Conde Martinez

Texas·CRD #8056347
IA Rep

Investment Adviser Rep at ENZI WEALTH

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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DC

Daniel Christopher Downes

Texas·CRD #4315319
Dual-registered

Dual-registered at LUTHER KING CAPITAL MANAGEMENT CORPORATION

Experience
13 yrs
States
1
Exams
2
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$2.0M
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DC

Daniel Christopher Gorman

Nebraska·CRD #5263510
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Flat Fee / Performance-based
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DC

Daniel Christopher Granda

Florida·CRD #6417327
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DC

Daniel Christopher Kefer

Colorado·CRD #7730932
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Flat Fee
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DC

Daniel Christopher Schlef

Missouri·CRD #2114246
Dual-registered

Dual-registered at CAPE INVESTMENT ADVISORY, INC.

Experience
35 yrs
States
1
Exams
4
Since
1991
Fee
AUM
Minimum
$25k
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DC

Daniel C Kargus

Connecticut·CRD #5563752
Dual-registered

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

Experience
16 yrs
States
4
Exams
4
Since
2010
Est. fee
AUM / Commission / Flat Fee
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DC

Daniel Clark

Utah·CRD #6064275
Dual-registered

Dual-registered at SOLIDARITY WEALTH, LLC

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Flat Fee / Subscription
Minimum
$5.0M
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DC

Daniel Clary Murphy

Idaho·CRD #4418879
Dual-registered

Dual-registered at LODESTONE WEALTH MANAGEMENT LLC

Experience
26 yrs
States
3
Exams
5
Since
2000
Est. fee
AUM / Flat Fee
Minimum
$250k
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DC

Daniel Clay Hechler

California·CRD #8203386
IA Rep

Investment Adviser Rep at BINGHAM PRIVATE WEALTH, LLC

States
1
Exams
1
Since
2026
Fee
AUM
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DC

Daniel Clifton Dooley

New Mexico·CRD #1699483
Dual-registered

Dual-registered at MIAI, INC.

Experience
38 yrs
States
2
Exams
13
Since
1988
Est. fee
AUM / Commission / Hourly / Flat Fee
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DC

Daniel Clinton Smith

Iowa·CRD #2925723
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
28 yrs
States
1
Exams
6
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
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DC

Daniel C Matoske

Idaho·CRD #4931736
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
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DC

Daniel Cocco

New Jersey·CRD #6784775
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
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DC

Daniel Conners

California·CRD #1185549
Dual-registered

Dual-registered at ALPHACORE CAPITAL LLC

Experience
43 yrs
States
2
Exams
9
Since
1983
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
DC

Daniel Cook Guy

Pennsylvania·CRD #6369748
IA Rep

Investment Adviser Rep at ETHOS FINANCIAL GROUP, LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
DC

Daniel Cooper

Virginia·CRD #6910970
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
DC

Daniel Copenhagen

California·CRD #7937155
IA Rep

Investment Adviser Rep at CONTINUUM ADVISORY, LLC

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

Daniel Coral Goodwin

Louisiana·CRD #5752768
IA Rep

Investment Adviser Rep at ACCURATE WEALTH MANAGEMENT, LLC

Experience
16 yrs
States
2
Exams
5
Since
2010
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DC

Daniel Corcoran Kiley

Ohio·CRD #1187088
IA Rep

Investment Adviser Rep at STRATOS WEALTH ADVISORS LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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DC

Daniel Costa

Massachusetts·CRD #5499477
IA Rep

Investment Adviser Rep at NORTHEAST INVESTMENT MANAGEMENT INC

Experience
17 yrs
States
1
Since
2009
Fee
AUM / Flat Fee
Minimum
$3.0M
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DC

Daniel Cottet Camberos

Idaho·CRD #7745703
IA Rep

Investment Adviser Rep at COPPELL ADVISORY SOLUTIONS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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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