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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 Gray Rascoe

Texas·CRD #2427652
Dual-registered

Dual-registered at TITLEIST ASSET MANAGEMENT, LLC

Experience
24 yrs
States
1
Exams
7
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
DG

Daniel Grayson McKeever V

Arizona·CRD #8173483
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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DG

Daniel Greenfield

California·CRD #7248880
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
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DG

Daniel Greer

Texas·CRD #5509736
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
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DG

Daniel Gregory Feigelman

Connecticut·CRD #6359767
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
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DG

Daniel Gregory Jakuta

Illinois·CRD #1445545
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
38 yrs
States
2
Exams
7
Since
1988
Est. fee
AUM / Flat Fee
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DG

Daniel Gregory Kaster

Illinois·CRD #7789900
IA Rep

Investment Adviser Rep at MENTOR CAPITAL MANAGEMENT INC.

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
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DG

Daniel Gregory Smith

South Carolina·CRD #5406316
Dual-registered

Dual-registered at FIRST CITIZENS ASSET MANAGEMENT, INC

Experience
19 yrs
States
2
Exams
4
Since
2007
Fee
AUM
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DG

Daniel Guerra Vazquez

Florida·CRD #7166439
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
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DG

Daniel Guyan Gibson

Wisconsin·CRD #2906321
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Other
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DG

Daniel Guy Bjorklund

Colorado·CRD #6785513
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
3
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DH

Daniel Hamilton Evans

Ohio·CRD #7584869
IA Rep

Investment Adviser Rep at RIDGELINE WEALTH PLANNING LLC

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DH

Daniel Harris Ball

California·CRD #2316441
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
33 yrs
States
6
Exams
9
Since
1993
Est. fee
AUM / Flat Fee
View profile
DH

Daniel Harrison Garza

Texas·CRD #7909145
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DH

Daniel Harrison Stringfellow

Illinois·CRD #7999504
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

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

Daniel Harris Wallach

Texas·CRD #7066346
Dual-registered

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

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
DH

Daniel Harry Reich

Florida·CRD #2360208
Dual-registered

Dual-registered at BANYAN GLOBAL INVESTMENT ADVISORS, LLC

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM
View profile
DH

Daniel Harvey Van Wagoner

Texas·CRD #6501099
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
DH

Daniel Heath Terrall

Oregon·CRD #5039741
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Fee
AUM / Other
View profile
DH

Daniel Hellier

California·CRD #7854148
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM
View profile
DH

Daniel Henry Obrien

California·CRD #2917556
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
28 yrs
States
1
Exams
6
Since
1998
Est. fee
AUM / Flat Fee
View profile
DH

Daniel Henry Rothenberg

California·CRD #5122822
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Flat Fee
View profile
DH

Daniel Herman Moskowitz

New Jersey·CRD #1871697
Dual-registered

Dual-registered at CHATHAM WEALTH MANAGEMENT

Experience
16 yrs
States
2
Exams
4
Since
2010
Fee
AUM
Minimum
$500k
View profile
DH

Daniel Howard

New Jersey·CRD #6219478
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
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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