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 Leroy Whittenburg

New Mexico·CRD #2181920
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
35 yrs
States
3
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DR

Danielle Russo-Slugh

Florida·CRD #2063211
Dual-registered

Dual-registered at FIFTH AVENUE FAMILY OFFICE

Experience
19 yrs
States
1
Exams
9
Since
2007
Est. fee
AUM / Flat Fee
Minimum
$20.0M
View profile
DR

Danielle Ryan Dykes

Texas·CRD #5999638
IA Rep

Investment Adviser Rep at HUB INVESTMENT PARTNERS, LLC

Experience
11 yrs
States
2
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee
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DS

Danielle Schultz

Minnesota·CRD #6008626
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
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DS

Danielle S Pensinger

Maine·CRD #7475850
IA Rep

Investment Adviser Rep at CORNERSTONE FINANCIAL PLANNING, LLC

Experience
4 yrs
States
3
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$750k
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DS

Danielle Suzanne Tersaga

District Of Columbia·CRD #6067266
Dual-registered

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

Experience
13 yrs
States
3
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
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DT

Danielle T Battista

Connecticut·CRD #5486210
Dual-registered

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

Experience
18 yrs
States
3
Exams
6
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Danielle T Creppel

Louisiana·CRD #4021621
Dual-registered

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

Experience
17 yrs
States
3
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
DV

Danielle V. Davis

Texas·CRD #4258282
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
22 yrs
States
1
Exams
6
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

Daniel Leverett Rutter

Texas·CRD #4661088
IA Rep

Investment Adviser Rep at AGATE PASS INVESTMENT, LLC

Experience
23 yrs
States
2
Since
2003
Fee
AUM
Minimum
$1.0M
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DV

Danielle Vivado

Alabama·CRD #4993309
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
14 yrs
States
22
Exams
3
Since
2012
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
DW

Danielle Wen

California·CRD #7916396
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DW

Danielle Wendy Zinck

Texas·CRD #7486364
Dual-registered

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

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

Daniel Lewis Bade

Michigan·CRD #2032930
Dual-registered

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

Experience
36 yrs
States
3
Exams
4
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Daniel Linton Hedegard

Minnesota·CRD #8112596
IA Rep

Investment Adviser Rep at SILVEROAK WEALTH MANAGEMENT LLC

Experience
1 yrs
States
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DL

Daniel L Kaplan

California·CRD #5944040
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Daniel Lloyd Gibbons

New York·CRD #6722849
Dual-registered

Dual-registered at OPAL WEALTH ADVISORS, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

Daniel Logan Snowden

Texas·CRD #7061399
Dual-registered

Dual-registered at ENZI WEALTH

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

Daniel Lord Austin

Texas·CRD #1170912
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
41 yrs
States
1
Exams
4
Since
1985
Est. fee
AUM / Flat Fee
View profile
DL

Daniel Louis Carmo

California·CRD #2899002
Dual-registered

Dual-registered at TEMPUS WEALTH PLANNING, LLC

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

Daniel Louis Girdler

Indiana·CRD #1364463
Dual-registered

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

Experience
41 yrs
States
4
Exams
4
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Daniel Louis Hardt

Indiana·CRD #1187892
Dual-registered

Dual-registered at ONEASCENT FINANCIAL SERVICES LLC

Experience
43 yrs
States
3
Exams
8
Since
1983
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

Daniel Louis Vobroucek

New Jersey·CRD #7272300
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DL

Daniel Lovaglio

New York·CRD #7153021
IA Rep

Investment Adviser Rep at SHADE TREE ADVISORS LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Fee
AUM / Flat Fee / Performance-based
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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