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+)
DJ

Daniel John Streeter

Vermont·CRD #5061648
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
DJ

Daniel John Swenson

Minnesota·CRD #8227135
IA Rep

Investment Adviser Rep at BALEFIRE, LLC

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

Daniel John Urshan

Florida·CRD #1363767
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
40 yrs
States
3
Exams
6
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DJ

Daniel John Ward

Maryland·CRD #5163277
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
7
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DJ

Daniel John Warnke

Kansas·CRD #2122454
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
34 yrs
States
2
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee
View profile
DJ

Daniel John Wehmhoff

Minnesota·CRD #6005165
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
DJ

Daniel John Wilson

Tennessee·CRD #6892250
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DJ

Daniel John Woods

Nevada·CRD #1829136
Dual-registered

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

Experience
38 yrs
States
2
Exams
8
Since
1988
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Daniel Jonathan Ingles

Michigan·CRD #6163291
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Daniel Jonathan Menendez

Maryland·CRD #6729366
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
DJ

Daniel Jon Davis

Kansas·CRD #6055404
Dual-registered

Dual-registered at MARINER WEALTH

Experience
14 yrs
States
2
Exams
4
Since
2012
Fee
Other
View profile
DJ

Daniel Jones

Ohio·CRD #6011915
IA Rep

Investment Adviser Rep at ECHO FINANCIAL ADVISORS, LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Fee
AUM / Subscription
View profile
DJ

Daniel Jon Sullivan

Wisconsin·CRD #7327313
IA Rep

Investment Adviser Rep at SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM / Hourly / Flat Fee
View profile
DJ

Daniel Jorge Richmond

Florida·CRD #4704875
Dual-registered

Dual-registered at RICHMOND CAPITAL

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM
Minimum
$100k
View profile
DJ

Daniel Jorge Riveira

Connecticut·CRD #2750234
Dual-registered

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

Experience
7 yrs
States
3
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Daniel Joseph Abel

Florida·CRD #4652073
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DJ

Daniel Joseph Altenau

Ohio·CRD #4506818
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DJ

Daniel Joseph Barrow

New York·CRD #7284490
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Daniel Joseph Bellina

Florida·CRD #1284260
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
42 yrs
States
1
Exams
7
Since
1984
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DJ

Daniel Joseph Benninghoff

Kansas·CRD #2144134
Dual-registered

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

Experience
35 yrs
States
2
Exams
5
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Daniel Joseph Bloom

Ohio·CRD #2932629
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DJ

Daniel Joseph Bolan

Illinois·CRD #4174815
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
22 yrs
States
1
Exams
7
Since
2004
Fee
AUM / Flat Fee / Performance-based
View profile
DJ

Daniel Joseph Brooks

Texas·CRD #5186502
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
DJ

Daniel Joseph Carter

Ohio·CRD #5141797
IA Rep

Investment Adviser Rep at FORT WASHINGTON INVESTMENT ADVISORS INC

Experience
20 yrs
States
2
Exams
1
Since
2006
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 783 | AdvisorFinder