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+)
DM

Danielle Marie Reitz

Pennsylvania·CRD #2996518
Dual-registered

Dual-registered at APRIO WEALTH MANAGEMENT, LLC

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DM

Danielle Marie Rosier

New York·CRD #7475948
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Danielle Mariette Prunier

California·CRD #2551656
Dual-registered

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

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Danielle M Burness

District Of Columbia·CRD #3088318
Dual-registered

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

Experience
27 yrs
States
4
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Danielle McCuan Sanford

Alabama·CRD #7281303
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Danielle M Peters

Maryland·CRD #5615456
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
17 yrs
States
2
Exams
7
Since
2009
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
DM

Danielle M Schultz

Connecticut·CRD #4501210
Dual-registered

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

Experience
19 yrs
States
4
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
DN

Danielle N Clarke

California·CRD #6268483
Dual-registered

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

Experience
13 yrs
States
6
Exams
7
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
DN

Danielle N Devard

Delaware·CRD #7996863
Dual-registered

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

Experience
1 yrs
States
3
Exams
4
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
DN

Danielle Nicole Blanchard

Washington·CRD #6385014
IA Rep

Investment Adviser Rep at ZEVENBERGEN CAPITAL INVESTMENTS LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Other
Minimum
$5.0M
View profile
DN

Danielle Nicole Flores

California·CRD #7032622
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
DN

Danielle Nicole Shelton

California·CRD #5268727
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
DN

Danielle Nicole Singer

Texas·CRD #4494919
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
DN

Danielle N May

California·CRD #6616619
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DN

Danielle N Spriggs

Florida·CRD #4986616
Dual-registered

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

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Daniel Leo Beck

California·CRD #6120403
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

Daniel Leon

Florida·CRD #6221239
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
DL

Daniel Leonard Dunham

California·CRD #7892052
IA Rep

Investment Adviser Rep at DWR WEALTH MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DL

Daniel Leong

California·CRD #6900090
IA Rep

Investment Adviser Rep at LIDO

Experience
4 yrs
States
3
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DR

Danielle Renee Moody

Washington·CRD #7899793
IA Rep

Investment Adviser Rep at MERIDIAN WEALTH MANAGEMENT

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

Danielle Rita Arlotta

New Jersey·CRD #6658652
Dual-registered

Dual-registered at CORE PLANNING

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
DR

Danielle Rojas

Florida·CRD #6624149
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
DR

Danielle Rose

Washington·CRD #7676050
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Other
View profile
DL

Daniel Leroy

District Of Columbia·CRD #6700648
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
10 yrs
States
3
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
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 791 | AdvisorFinder