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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+)
DF

Daniel Francis Haines Jr.

North Carolina·CRD #1098367
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
1
Exams
5
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DF

Daniel Francis Hession III

California·CRD #6810243
IA Rep

Investment Adviser Rep at TREVIAN WEALTH MANAGEMENT, LLC

Experience
4 yrs
States
6
Exams
2
Since
2022
Fee
AUM / Flat Fee
Minimum
$2.0M
View profile
DF

Daniel Francis Langella

Texas·CRD #7282104
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
DF

Daniel Francis Massucci

Connecticut·CRD #4666155
IA Rep

Investment Adviser Rep at FCIG WEALTH MANAGEMENT, LLC

Experience
26 yrs
States
1
Exams
1
Since
2000
Est. fee
AUM / Flat Fee
View profile
DF

Daniel Francis Moran

Massachusetts·CRD #4602692
Dual-registered

Dual-registered at FLAGSHIP HARBOR ADVISORS, LLC

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
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DF

Daniel Francis Murphy

Virginia·CRD #2042726
Dual-registered

Dual-registered at SAVVY

Experience
32 yrs
States
1
Exams
7
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DF

Daniel Francis Randall

Vermont·CRD #2891390
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
DF

Daniel Francis Walsh

Illinois·CRD #1886562
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
1
Exams
5
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DF

Daniel Frank Ceriano

Connecticut·CRD #1163683
Dual-registered

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

Experience
43 yrs
States
3
Exams
4
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
DF

Daniel Frank Hutchins

Kansas·CRD #4720118
IA Rep

Investment Adviser Rep at MARINER WEALTH

Experience
23 yrs
States
1
Since
2003
Fee
Other
View profile
DF

Daniel Franklin Peacock

Michigan·CRD #6318638
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DF

Daniel Frederick Bishop Jr

Indiana·CRD #2353903
Dual-registered

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

Experience
33 yrs
States
2
Exams
7
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
DF

Daniel Frederick Goettel

Maryland·CRD #7654449
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
DF

Daniel Frederickson

Wisconsin·CRD #7173599
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DF

Daniel Frederick Tortola

Massachusetts·CRD #5643293
IA Rep

Investment Adviser Rep at BOSTON RESEARCH AND MANAGEMENT, INC.

Experience
15 yrs
States
1
Since
2011
Est. fee
AUM / Hourly
Minimum
$1.0M
View profile
DF

Daniel F Thompson

Delaware·CRD #1768298
Dual-registered

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

Experience
38 yrs
States
1
Exams
9
Since
1988
Est. fee
AUM / Commission / Flat Fee
View profile
DG

Daniel Gaines

Florida·CRD #3254566
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DG

Daniel Gao

New York·CRD #6051560
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DG

Daniel Gardner Converse

California·CRD #4792886
Dual-registered

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

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
DG

Daniel Garrett Davidson

Texas·CRD #5561745
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
DG

Daniel Gary Paris

Connecticut·CRD #5230089
Dual-registered

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

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
DG

Daniel George Anstett Jr

California·CRD #2228134
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
4
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DG

Daniel George Crews

Georgia·CRD #6133124
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
14 yrs
States
1
Exams
1
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DG

Daniel George Gensler

California·CRD #1546441
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
39 yrs
States
3
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee / Other
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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