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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+)
DK

Daniel Kent De Mille

Texas·CRD #5999133
Dual-registered

Dual-registered at THREE SEASONS WEALTH

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
DK

Daniel Kevin Goeken

Florida·CRD #1615283
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
2
Exams
3
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DK

Daniel Kierath Jr

Alabama·CRD #7319721
IA Rep

Investment Adviser Rep at MISSIONSQUARE WEALTH MANAGEMENT

Experience
5 yrs
States
2
Exams
4
Since
2021
Fee
AUM
View profile
DK

Daniel King

Florida·CRD #2213791
Dual-registered

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

Experience
32 yrs
States
4
Exams
12
Since
1994
Est. fee
AUM / Commission / Flat Fee
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DK

Daniel King Ott

California·CRD #2595301
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
29 yrs
States
1
Exams
6
Since
1997
Est. fee
AUM / Hourly / Flat Fee
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DK

Daniel Kipruto Koech

Texas·CRD #7336252
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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DK

Daniel Kipton Musson

Texas·CRD #7682134
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Daniel K Kaminski

Michigan·CRD #6438937
Dual-registered

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

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
DK

Daniel Kopack Jr.

Alabama·CRD #4703389
IA Rep

Investment Adviser Rep at FSA INVESTMENT GROUP, LLC

Experience
25 yrs
States
2
Exams
1
Since
2001
Est. fee
AUM / Flat Fee
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DK

Daniel K Otakie

Maryland·CRD #4938469
Dual-registered

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

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
DK

Daniel Krenn Hass

Ohio·CRD #5166408
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
DK

Daniel Krisiloff

New Jersey·CRD #5816809
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
1
Exams
5
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
DK

Daniel Kukainis

New Jersey·CRD #6836443
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Daniel Kursman

Texas·CRD #7086651
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
DL

Daniel Lacross

Arizona·CRD #7907313
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
DF

Daniella Friend

Colorado·CRD #6083148
Dual-registered

Dual-registered at WESTERN WEALTH MANAGEMENT LLC

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Daniella Maria Amore

California·CRD #7408888
IA Rep

Investment Adviser Rep at LIDO

Experience
4 yrs
States
4
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DL

Daniel Lambert

Connecticut·CRD #3208954
Dual-registered

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

Experience
21 yrs
States
2
Exams
7
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Daniella Meiya Faber

Oklahoma·CRD #8142598
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DL

Daniel Lane Brooks

California·CRD #2429396
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
4
Exams
5
Since
1994
Est. fee
AUM / Flat Fee
View profile
DL

Daniel Lassek

Nebraska·CRD #6366982
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Daniel Lawrence Caso

Florida·CRD #1587538
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
39 yrs
States
2
Exams
4
Since
1987
Est. fee
AUM / Hourly
View profile
DL

Daniel Lawrence Cass

Colorado·CRD #2210998
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

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

Daniel Lawrence Gardner

Illinois·CRD #2452389
Dual-registered

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

Experience
32 yrs
States
3
Exams
5
Since
1994
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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