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 Morgan Johnston

California·CRD #6365103
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DM

Daniel Morozov

Virginia·CRD #8154273
Dual-registered

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

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

Daniel Morris Dozier

California·CRD #4320200
Dual-registered

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

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
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DM

Daniel M Prather

Oklahoma·CRD #2367437
Dual-registered

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

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

Daniel M Reno

New Jersey·CRD #6305264
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 M Scalley

California·CRD #4992269
Dual-registered

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

Experience
21 yrs
States
3
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
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DM

Daniel M Starr

New York·CRD #2385352
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Flat Fee
View profile
DM

Daniel Mulkern

Maine·CRD #2931455
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
24 yrs
States
2
Exams
2
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DM

Daniel Murphy

New York·CRD #8230431
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Daniel M Wiegner

Missouri·CRD #6717514
Dual-registered

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

Experience
10 yrs
States
2
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
DN

Daniel Nagy

Florida·CRD #7153012
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
3
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DN

Daniel Nathan Furhman

California·CRD #4407229
Dual-registered

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

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

Daniel Nathan Muster

New York·CRD #7037005
IA Rep

Investment Adviser Rep at QUEENBRIDGE CAPITAL, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM
View profile
DN

Daniel Nathan Saxe

Florida·CRD #2628503
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
30 yrs
States
7
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DN

Daniel Nathan Steinberg

Ohio·CRD #1206090
Dual-registered

Dual-registered at VANTAGE FINANCIAL GROUP, INC.

Experience
43 yrs
States
2
Exams
4
Since
1983
Fee
AUM / Commission / Hourly / Flat Fee
View profile
DN

Daniel Negin

Michigan·CRD #3117839
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
DN

Daniel Neil

Texas·CRD #6367701
IA Rep

Investment Adviser Rep at HUB INVESTMENT PARTNERS, LLC

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

Daniel Nelson Denner

Missouri·CRD #6820014
Dual-registered

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

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
DN

Daniel Newman

California·CRD #5257556
Dual-registered

Dual-registered at MIRAMONTES CAPITAL, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Fee
AUM / Hourly / Flat Fee
Minimum
$75k
View profile
DN

Daniel Nicholas Keller

Florida·CRD #4531116
IA Rep

Investment Adviser Rep at LUMA CAPITAL

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$500k
View profile
DN

Daniel Nicholls Franco

Florida·CRD #6703628
Dual-registered

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

Experience
10 yrs
States
3
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
DN

Daniel Nichols Henderson

Illinois·CRD #8183276
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
DN

Daniel Nikolai Cossette

Arizona·CRD #7478100
IA Rep

Investment Adviser Rep at CAMBRIDGE FINANCIAL GROUP, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Fee
AUM / Flat Fee / Other
View profile
DN

Daniel Nobile

Texas·CRD #6970695
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
8 yrs
States
1
Exams
5
Since
2018
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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