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 Lee Gilbert

Ohio·CRD #1006859
Dual-registered

Dual-registered at FIRST HEARTLAND CONSULTANTS, INC.

Experience
39 yrs
States
1
Exams
4
Since
1987
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

Daniel Lee Lindblad

Arizona·CRD #1928737
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
33 yrs
States
2
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

Daniel Lee Lippincott

Florida·CRD #6019452
IA Rep

Investment Adviser Rep at KARPUS INVESTMENT MANAGEMENT

Experience
5 yrs
States
3
Since
2021
Fee
AUM
Minimum
$500k
View profile
DE

Danielle Elizabeth Bailey

North Carolina·CRD #8229451
IA Rep

Investment Adviser Rep at BALENTINE

States
1
Exams
1
Since
2026
Fee
AUM / Flat Fee
Minimum
$5.0M
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DE

Danielle Elizabeth Granger

California·CRD #6571590
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
11 yrs
States
3
Exams
3
Since
2015
Fee
AUM / Hourly / Flat Fee
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DE

Danielle Elizabeth Mihelich

Michigan·CRD #7049439
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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DL

Daniel Lee Sickelsmith

Pennsylvania·CRD #7743846
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
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DL

Daniel Lee Spurgeon

Ohio·CRD #6293881
Dual-registered

Dual-registered at COMMONWEALTH FINANCIAL SERVICES

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

Danielle Evelyn Shinnick

California·CRD #4115567
Dual-registered

Dual-registered at FIRST HEARTLAND CONSULTANTS, INC.

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
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DL

Daniel Lee Wohlenhaus

Kansas·CRD #5181491
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
2
Exams
7
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DE

Danielle E Workman

Michigan·CRD #6325821
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DL

Daniel Lee Youngs

Florida·CRD #1076279
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
44 yrs
States
9
Exams
9
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DF

Danielle F Grande-Cosentino

New York·CRD #2413875
Dual-registered

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

Experience
33 yrs
States
2
Exams
4
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
DF

Danielle Fosmer

Nebraska·CRD #4367475
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
18 yrs
States
1
Exams
7
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DF

Danielle Franklin

Pennsylvania·CRD #6939868
Dual-registered

Dual-registered at SEI INVESTMENTS MANAGEMENT CORP

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile
DG

Danielle Gereg

Florida·CRD #6875241
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
DG

Danielle Gerise Thibault

District Of Columbia·CRD #2615468
Dual-registered

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

Experience
30 yrs
States
3
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
DH

Danielle Hallie Dahlbacka

N/A·CRD #7474818
Dual-registered

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

Experience
4 yrs
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
DH

Danielle Huang

Texas·CRD #5771560
Dual-registered

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

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Danielle Jean Pfeifer

Wisconsin·CRD #6113304
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
DJ

Danielle Julia Rappa

New Jersey·CRD #8155867
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
DJ

Danielle J Valles

California·CRD #6051146
Dual-registered

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

States
1
Exams
4
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
DK

Danielle Kane Hartman

New York·CRD #8123799
IA Rep

Investment Adviser Rep at KANE FINANCIAL

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

Danielle Kathleen Lara

Florida·CRD #5330408
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Hourly / 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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