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

Daniel Martin Ciez

Florida·CRD #2319210
Dual-registered

Dual-registered at JACKSONVILLE WEALTH MANAGEMENT

Experience
33 yrs
States
2
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Daniel Martin Connolly

California·CRD #7568039
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

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

Daniel Martinez

Florida·CRD #5787568
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DM

Daniel Martin Gesin

Texas·CRD #7111592
Dual-registered

Dual-registered at WORTH FINANCIAL GROUP INC.

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM
Minimum
$25k
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DM

Daniel Martin-Noboru Ward

Hawaii·CRD #5587522
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

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

Daniel Mathews

Illinois·CRD #6965019
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
States
1
Exams
5
Since
2021
Est. fee
AUM / Flat Fee
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DM

Daniel Matthew Cutter

California·CRD #2689166
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
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DM

Daniel Matthew Padden

West Virginia·CRD #6243784
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Daniel Matthew Summers

Illinois·CRD #5883660
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
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DM

Daniel Matthew Vinson

Arizona·CRD #4555865
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
1
Exams
7
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DM

Daniel M Bayly

Connecticut·CRD #5152685
Dual-registered

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

Experience
17 yrs
States
4
Exams
4
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Daniel M Brady

New York·CRD #2172300
Dual-registered

Dual-registered at SAVVY

Experience
32 yrs
States
1
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DM

Daniel McAtamney

Texas·CRD #7156134
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
DM

Daniel McCaffery Regan

Montana·CRD #2342421
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DM

Daniel McClain Hudspeth

North Carolina·CRD #7170972
IA Rep

Investment Adviser Rep at BNA WEALTH

Experience
7 yrs
States
2
Exams
1
Since
2019
Est. fee
AUM / Flat Fee
View profile
DM

Daniel McDonnell

New York·CRD #7552450
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Daniel McGeehan

New Jersey·CRD #7348248
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
3
Exams
1
Since
2021
Fee
AUM
View profile
DM

Daniel McGurl

New York·CRD #7088182
IA Rep

Investment Adviser Rep at SAVVY

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DM

Daniel M Collins

New York·CRD #2275495
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
33 yrs
States
1
Exams
8
Since
1993
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
DM

Daniel M Cooney

New Jersey·CRD #2695892
Dual-registered

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

Experience
30 yrs
States
2
Exams
4
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Daniel Mesa

Florida·CRD #7069825
IA Rep

Investment Adviser Rep at BEACON GLOBAL ADVISOR NETWORK, LLC

Experience
7 yrs
States
2
Exams
1
Since
2019
Fee
AUM / Hourly / Flat Fee / Other
View profile
DM

Daniel Meyerovitz

California·CRD #4395492
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
6
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DM

Daniel M Fine

Florida·CRD #5830081
Dual-registered

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

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

Daniel M Harris

Florida·CRD #7628127
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
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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