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+)
DP

Daniel Patrick Magee

Florida·CRD #1315761
Dual-registered

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

Experience
42 yrs
States
4
Exams
7
Since
1984
Est. fee
AUM / Commission / Flat Fee
View profile
DP

Daniel Patrick Maroney

Florida·CRD #4817839
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
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DP

Daniel Patrick McCarthy

Rhode Island·CRD #4080766
Dual-registered

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

Experience
26 yrs
States
1
Exams
9
Since
2000
Est. fee
AUM / Commission / Flat Fee
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DP

Daniel Patrick McHugh

Pennsylvania·CRD #2578755
Dual-registered

Dual-registered at BALLAST FINANCIAL ADVISORS, LLC

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM / Hourly / Flat Fee
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DP

Daniel Patrick McKiernan

Pennsylvania·CRD #6372909
Dual-registered

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

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Commission / Flat Fee
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DP

Daniel Patrick Mueller

New Jersey·CRD #5994283
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
14 yrs
States
2
Exams
6
Since
2012
Est. fee
AUM / Hourly / Flat Fee
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DP

Daniel Patrick Murphy

Florida·CRD #1033528
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
44 yrs
States
2
Exams
8
Since
1982
Est. fee
AUM / Flat Fee
Minimum
$100k
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DP

Daniel Patrick Murphy

Minnesota·CRD #5500424
Dual-registered

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

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM / Other
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DP

Daniel Patrick Nardolillo

California·CRD #6515077
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$100k
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DP

Daniel Patrick Nash

Texas·CRD #6394864
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
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DP

Daniel Patrick Obrien

Illinois·CRD #6700991
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
9 yrs
States
1
Exams
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
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DP

Daniel Patrick O'Halloran

Florida·CRD #1391521
Dual-registered

Dual-registered at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

Experience
41 yrs
States
9
Exams
5
Since
1985
Est. fee
AUM / Hourly
Minimum
$50k
View profile
DP

Daniel Patrick O'Keefe

Ohio·CRD #4774020
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
22 yrs
States
1
Exams
7
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Daniel Patrick Orfin

Michigan·CRD #7856843
IA Rep

Investment Adviser Rep at GIBBS WEALTH MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM
Minimum
$25k
View profile
DP

Daniel Patrick Owens

Florida·CRD #5581725
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
DP

Daniel Patrick Petrey

California·CRD #4677644
Dual-registered

Dual-registered at MESTMAKER & PETREY WEALTH ADVISORS

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Daniel Patrick Quinn

Pennsylvania·CRD #1785791
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
38 yrs
States
1
Exams
3
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Daniel Patrick Quirk

Florida·CRD #6739784
IA Rep

Investment Adviser Rep at BUCKET LIST WEALTH MANAGEMENT, LLC

Experience
9 yrs
States
6
Exams
1
Since
2017
Est. fee
AUM
View profile
DP

Daniel Patrick Rasmussen

New Jersey·CRD #4675368
Dual-registered

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

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
DP

Daniel Patrick Schumann

Minnesota·CRD #5970592
Dual-registered

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

Experience
14 yrs
States
1
Exams
5
Since
2012
Fee
AUM / Other
View profile
DP

Daniel Patrick Thompson

Indiana·CRD #4807170
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
22 yrs
States
3
Exams
6
Since
2004
Est. fee
AUM / Flat Fee
View profile
DP

Daniel Patrick Wachs

Illinois·CRD #2779300
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
30 yrs
States
3
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Daniel Patrick Weeks

California·CRD #5294883
Dual-registered

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

Experience
19 yrs
States
1
Exams
3
Since
2007
Fee
AUM / Other
View profile
DP

Daniel Patrick Whiting

Connecticut·CRD #5771724
Dual-registered

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

Experience
16 yrs
States
2
Exams
6
Since
2010
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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