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 Lowell Obrien

Connecticut·CRD #1543155
Dual-registered

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

Experience
40 yrs
States
2
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Daniel Lozano Diaz

California·CRD #6885927
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
DL

Daniel L. Rust

Alabama·CRD #4137833
IA Rep

Investment Adviser Rep at KCD FINANCIAL, INC.

Experience
26 yrs
States
19
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
DL

Daniel Lucas Stoakes

Texas·CRD #6281038
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

Daniel Luis Iglesias

Florida·CRD #8072402
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Daniel Lundeen

Maryland·CRD #7096365
Dual-registered

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

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Daniel L Wenner

Connecticut·CRD #5647266
Dual-registered

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

Experience
17 yrs
States
2
Exams
7
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Daniel Lynch

Georgia·CRD #8169341
Dual-registered

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

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

Daniel Lynn Freese

South Dakota·CRD #2436768
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
32 yrs
States
2
Exams
5
Since
1994
Fee
AUM / Other
View profile
DM

Daniel Macklin Flannery

Michigan·CRD #7561999
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DM

Daniel Marc Berve

Arizona·CRD #7239826
Dual-registered

Dual-registered at BALEFIRE, LLC

Experience
6 yrs
States
7
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Daniel Marcel Dalke-Dupey

Florida·CRD #8152184
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DM

Daniel Marcelo Deanda

Texas·CRD #7401971
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DM

Daniel Marcus

California·CRD #2091668
Dual-registered

Dual-registered at MARCUS CAPITAL, LLC

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

Daniel Mark Carter

California·CRD #5593273
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DM

Daniel Mark Dean

Alabama·CRD #7283643
IA Rep

Investment Adviser Rep at TUCKER FINANCIAL GROUP

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee
View profile
DM

Daniel Mark Dubay

Georgia·CRD #1876135
Dual-registered

Dual-registered at SIGNATUREFD, LLC

Experience
18 yrs
States
1
Exams
6
Since
2008
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
DM

Daniel Mark Murphy

Illinois·CRD #1862428
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Daniel Mark Saccal

Florida·CRD #1925708
Dual-registered

Dual-registered at ALTITUDE CAPITAL MANAGEMENT LLC

Experience
26 yrs
States
1
Exams
8
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Daniel Mark Sutton

Missouri·CRD #2661448
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DM

Daniel Mark Tomlinson

California·CRD #6788124
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
DM

Daniel Mark Wilson

Utah·CRD #7376602
IA Rep

Investment Adviser Rep at DRIVE WEALTH ADVISERS

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DM

Daniel Marshall

Arizona·CRD #6004317
Dual-registered

Dual-registered at SMEAD CAPITAL MANAGEMENT, INC.

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM
View profile
DM

Daniel Marshall Hall

Florida·CRD #6649368
Dual-registered

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

Experience
5 yrs
States
2
Exams
5
Since
2021
Est. fee
AUM / Commission / 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 793 | AdvisorFinder