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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+)
DE

Daniel Edward Trocchia

New York·CRD #7477917
IA Rep

Investment Adviser Rep at BBR PARTNERS, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50.0M
View profile
DE

Daniel Edward Witt

Nebraska·CRD #8202724
IA Rep

Investment Adviser Rep at FIRST NATIONAL ADVISERS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM
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DE

Daniel E. Hutner Jr

Vermont·CRD #5121499
IA Rep

Investment Adviser Rep at HUTNER CAPITAL MANAGEMENT INC.

Experience
14 yrs
States
1
Exams
1
Since
2012
Fee
AUM / Flat Fee / Performance-based / Other
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DE

Daniel Eisenhour

Arizona·CRD #8115431
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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DE

Daniel E Kiely

Montana·CRD #4248326
Dual-registered

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

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
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DE

Daniel Elbaz

New York·CRD #7464819
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DE

Daniel Elliott Riemer

N/A·CRD #8101727
Dual-registered

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

Experience
1 yrs
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
DE

Daniel Ellmann Tang

California·CRD #7198458
IA Rep

Investment Adviser Rep at COMPOSITION WEALTH, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
DE

Daniel Ellory Myers

Oklahoma·CRD #3181525
Dual-registered

Dual-registered at SAVVY

Experience
17 yrs
States
2
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
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DE

Daniel Ellsworth Hutner

New Jersey·CRD #4356920
IA Rep

Investment Adviser Rep at HUTNER CAPITAL MANAGEMENT INC.

Experience
27 yrs
States
2
Since
1999
Fee
AUM / Flat Fee / Performance-based / Other
View profile
DE

Daniel Elmore

Florida·CRD #7423632
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DE

Daniel Elorduy

Texas·CRD #7913211
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
DE

Daniel Elser

Pennsylvania·CRD #6912809
IA Rep

Investment Adviser Rep at BALLAST FINANCIAL ADVISORS, LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
DE

Daniel E Maldonado Mercado

Georgia·CRD #2561190
Dual-registered

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

Experience
32 yrs
States
2
Exams
9
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
DE

Daniel Emanuel Totonchi

Michigan·CRD #2881581
Dual-registered

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

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Daniele Marie Donahoe

North Carolina·CRD #2675613
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
16 yrs
States
1
Exams
2
Since
2010
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DE

Daniel Enrique Lopez

California·CRD #6225446
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
DE

Daniel Enrique Ortega

Texas·CRD #6171967
IA Rep

Investment Adviser Rep at VICTORY CAPITAL MANAGEMENT INC.

Experience
13 yrs
States
1
Exams
1
Since
2013
Fee
AUM / Flat Fee / Performance-based
View profile
DE

Daniel Enrique Tapia

Texas·CRD #2219749
Dual-registered

Dual-registered at KINTRA WEALTH, LLC

Experience
34 yrs
States
1
Exams
8
Since
1992
Est. fee
AUM / Hourly / Flat Fee
View profile
DE

Daniel E Quintana

Nevada·CRD #7655836
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
DE

Daniel E Reyes

New Mexico·CRD #7277507
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
DE

Daniel Eric Michael Schutz

Michigan·CRD #6563815
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DE

Daniel Ernest Needler

California·CRD #2723410
Dual-registered

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

Experience
30 yrs
States
2
Exams
4
Since
1996
Fee
AUM / Other
View profile
DE

Daniel E Sawyer

Washington·CRD #4714802
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Hourly / 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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