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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+)
DG

Daniel George Kiashek

Connecticut·CRD #5967799
Dual-registered

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

Experience
14 yrs
States
3
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
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DG

Daniel George Kleinschuster

Texas·CRD #4188484
Dual-registered

Dual-registered at &PARTNERS

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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DG

Daniel George McPherson

Idaho·CRD #4964802
Dual-registered

Dual-registered at CG ADVISORY SERVICES

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$5k
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DG

Daniel Gerald Gomez

Utah·CRD #2141107
IA Rep

Investment Adviser Rep at LONE PEAK ADVISERS

Experience
34 yrs
States
1
Exams
4
Since
1992
Est. fee
AUM
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DG

Daniel Gerald Trout

New Jersey·CRD #4655793
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
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DG

Daniel Gerard Devine

Michigan·CRD #5028737
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Flat Fee
Minimum
$2.0M
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DG

Daniel Gerard Dolan

Kansas·CRD #2104909
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
36 yrs
States
2
Exams
5
Since
1990
Est. fee
AUM / Hourly / Flat Fee / Other
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DG

Daniel Gerard Mazzola

District Of Columbia·CRD #1598767
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
9
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DG

Daniel Gerard Shelley

Missouri·CRD #3053828
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DG

Daniel Gerrard Kress

Florida·CRD #1827022
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
3
Exams
6
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DG

Daniel Gerry Roberts

Nevada·CRD #3273463
Dual-registered

Dual-registered at STRATOS WEALTH ADVISORS LLC

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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DG

Daniel G Heyman

Connecticut·CRD #5924906
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
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DG

Daniel Gilbert Gould

Kansas·CRD #2131294
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
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DG

Daniel Glen Courtney

Colorado·CRD #1356645
Dual-registered

Dual-registered at RUBINBROWN ADVISORS LLC

Experience
33 yrs
States
1
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$150k
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DG

Daniel Glenn Killea Mr.

Massachusetts·CRD #7576027
IA Rep

Investment Adviser Rep at WEALTHSPIRE RETIREMENT ADVISORY

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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DG

Daniel Glenn Sievers

Wisconsin·CRD #6129746
IA Rep

Investment Adviser Rep at DANA INVESTMENT ADVISORS INC

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

Daniel Glenn Stafford

Wisconsin·CRD #1119195
IA Rep

Investment Adviser Rep at ASSUREDPARTNERS INVESTMENT ADVISORS

Experience
42 yrs
States
1
Exams
3
Since
1984
Est. fee
AUM / Hourly / Flat Fee / Other
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DG

Daniel G. Maday

North Carolina·CRD #4606885
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
DG

Daniel Gonzalez

Florida·CRD #7977115
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
View profile
DG

Daniel Gosser

Oregon·CRD #8189049
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
1 yrs
States
2
Exams
1
Since
2025
Fee
AUM
View profile
DG

Daniel G Pegues

South Carolina·CRD #5644988
Dual-registered

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

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
DG

Daniel Graham Head

Alabama·CRD #1021497
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
45 yrs
States
24
Exams
5
Since
1981
Est. fee
AUM / Hourly / Flat Fee
View profile
DG

Daniel Grammel

Connecticut·CRD #1034526
Dual-registered

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

Experience
44 yrs
States
1
Exams
6
Since
1982
Est. fee
AUM / Commission / Flat Fee
View profile
DG

Daniel Granados

Florida·CRD #6598483
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

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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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