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+)
DD

Daniel David Sudit

Utah·CRD #4178576
Dual-registered

Dual-registered at CREWE ADVISORS

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$2.0M
View profile
DD

Daniel David Thomason

Texas·CRD #2810920
Dual-registered

Dual-registered at LIFESTYLE ASSET MANAGEMENT, INC.

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Hourly
Minimum
$50k
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DD

Daniel Dean Behr Jr

Illinois·CRD #7706555
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
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DD

Daniel Delguidice

Florida·CRD #6857919
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DD

Daniel Derrick Corley

North Carolina·CRD #3054146
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
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DD

Daniel Devaraju

North Carolina·CRD #7421114
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
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DD

Daniel Devis

Florida·CRD #5461503
Dual-registered

Dual-registered at BCI SECURITIES, INC.

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Flat Fee
Minimum
$250k
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DD

Daniel D. Hansen

California·CRD #5457819
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
View profile
DD

Daniel Dimaio

N/A·CRD #1749983
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
30 yrs
Exams
4
Since
1996
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
DD

Daniel Dipietro

California·CRD #7832463
Dual-registered

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

Experience
2 yrs
States
2
Exams
5
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
DD

Daniel D Murphy

California·CRD #2221236
Dual-registered

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

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
DD

Daniel Dominello

Connecticut·CRD #7041224
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
View profile
DD

Daniel Dominick Divizio

New Jersey·CRD #6526922
IA Rep

Investment Adviser Rep at SUMMIT FINANCIAL, LLC

Experience
11 yrs
States
2
Exams
1
Since
2015
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
DD

Daniel Dominic Luther

Illinois·CRD #6274619
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
12 yrs
States
4
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DD

Daniel Dongmin Kim

California·CRD #7147403
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
5 yrs
States
1
Exams
2
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DD

Daniel Douglas Maloney

Indiana·CRD #5721999
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
DD

Daniel D Short

Montana·CRD #1506298
Dual-registered

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

Experience
40 yrs
States
2
Exams
7
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
DD

Daniel Dubois

California·CRD #4445529
Dual-registered

Dual-registered at NOBLE WEALTH MANAGEMENT, INC.

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DD

Daniel Dupuy

Maryland·CRD #6478009
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DE

Daniel Earl Byrd II

Michigan·CRD #4501618
Dual-registered

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

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
DE

Daniel Earl Cook

Colorado·CRD #2202360
Dual-registered

Dual-registered at SUMMIT WEALTH GROUP

Experience
34 yrs
States
2
Exams
6
Since
1992
Est. fee
AUM / Flat Fee
View profile
DE

Daniel Earl Holdridge

Texas·CRD #6707138
IA Rep

Investment Adviser Rep at WEDMONT PRIVATE CAPITAL

Experience
9 yrs
States
2
Exams
1
Since
2017
Est. fee
Flat Fee
Minimum
$1.0M
View profile
DE

Daniel Earl Schachle

Arkansas·CRD #7374263
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
3
Exams
1
Since
2021
Fee
AUM
View profile
DE

Daniel Earl Wolodkiewicz

Ohio·CRD #3200425
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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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