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+)
DL

Daniel Lawrence Pimental

New Hampshire·CRD #2196343
Dual-registered

Dual-registered at ALIGNMENT FINANCIAL GROUP

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM
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DL

Daniel Lawrence Polansky

California·CRD #4580954
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
12
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DL

Daniel L Bonder

Florida·CRD #2518757
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
32 yrs
States
3
Exams
4
Since
1994
Est. fee
AUM / Hourly / Flat Fee
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DA

Danielle A Escobar

New Jersey·CRD #6338898
Dual-registered

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

Experience
10 yrs
States
3
Exams
4
Since
2016
Est. fee
AUM / Commission / Flat Fee
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DA

Danielle A Giordano

Connecticut·CRD #6587638
Dual-registered

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

Experience
10 yrs
States
2
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
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DA

Danielle Anne Beccarelli

New Jersey·CRD #4505925
Dual-registered

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

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Danielle Ashley Dewitt

Texas·CRD #6661027
Dual-registered

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

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
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DA

Danielle A Siravo

Pennsylvania·CRD #6775598
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
DB

Danielle Ball

Ohio·CRD #3232866
Dual-registered

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

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
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DB

Danielle Beasley

Idaho·CRD #6159463
IA Rep

Investment Adviser Rep at BERKELEY, INC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
DB

Danielle Bugni

Idaho·CRD #4638679
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
2 yrs
States
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DB

Danielle Byrd Thompson

District Of Columbia·CRD #5154524
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
3
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

Danielle Candice Hamer

New Hampshire·CRD #6301663
Dual-registered

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

Experience
12 yrs
States
3
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
DC

Danielle Carrin Patti

New York·CRD #7932298
Dual-registered

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

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

Danielle C Hinds

New Mexico·CRD #6622527
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
DC

Danielle Christine Bishop

Michigan·CRD #6752796
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

Danielle Christine Faison

Minnesota·CRD #5879206
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DC

Danielle Christine Holmes

Florida·CRD #6150883
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DC

Danielle Christine Lariviere

Connecticut·CRD #6568302
Dual-registered

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

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
DD

Danielle Denise Douglas

Florida·CRD #7601237
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DD

Danielle D Gilbert-Richard

Texas·CRD #4389700
Dual-registered

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

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
DD

Danielle Doreen Martinez

Florida·CRD #1853896
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DL

Daniel Lee

California·CRD #6517306
Dual-registered

Dual-registered at QUANTIFY FUNDS

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Other
Minimum
$1.0M
View profile
DL

Daniel Lee Cone

Florida·CRD #6060432
Dual-registered

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

Experience
10 yrs
States
1
Exams
5
Since
2016
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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