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 Paul Dodd

Texas·CRD #4527785
Dual-registered

Dual-registered at RETIREMENT PLAN ADVISORS, LLC

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
DP

Daniel Paul Entzeroth

Missouri·CRD #6584674
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Fee
AUM / Other
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DP

Daniel Paul Feltz

Nebraska·CRD #2138413
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
1
Exams
7
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DP

Daniel Paul Fountain

Florida·CRD #1722150
Dual-registered

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

Experience
39 yrs
States
1
Exams
6
Since
1987
Est. fee
AUM / Commission / Flat Fee
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DP

Daniel Paul Gale

New York·CRD #4138857
Dual-registered

Dual-registered at KING WEALTH MANAGEMENT GROUP, LLC

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Flat Fee
Minimum
$500k
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DP

Daniel Paul Jones

North Carolina·CRD #4918856
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
7 yrs
States
3
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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DP

Daniel Paul Mageras Jr

Florida·CRD #2509146
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
28 yrs
States
1
Exams
3
Since
1998
Fee
AUM / Hourly / Flat Fee / Other
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DP

Daniel Paul Maxwell

Ohio·CRD #5515447
Dual-registered

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

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
DP

Daniel Paul Mazzola

New York·CRD #324333
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
58 yrs
States
1
Exams
4
Since
1968
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Daniel Paul Mott

Ohio·CRD #4987930
Dual-registered

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

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
DP

Daniel Paul Randall

North Carolina·CRD #2140188
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
1
Exams
6
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Daniel Paul Smith

Ohio·CRD #1028416
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
44 yrs
States
1
Exams
4
Since
1982
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DP

Daniel Paul Soucy

New Hampshire·CRD #1486699
IA Rep

Investment Adviser Rep at OSAIC INSTITUTIONS, INC.

Experience
40 yrs
States
1
Exams
5
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Daniel Paul Stolfa

Minnesota·CRD #4850355
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DP

Daniel Paul Stoll

New York·CRD #3199247
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Daniel Paul Torres

California·CRD #5694868
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Daniel Paul Watren

Ohio·CRD #4236085
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Daniel P. Chillemi

Indiana·CRD #4905754
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Flat Fee
View profile
DP

Daniel P Copeland

Florida·CRD #4905080
Dual-registered

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

Experience
21 yrs
States
2
Exams
7
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
DP

Daniel Pearsall

New York·CRD #5557588
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Daniel Pecaut Morris

Illinois·CRD #6256179
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly
Minimum
$25k
View profile
DP

Daniel Perry

Nebraska·CRD #5708818
Dual-registered

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

Experience
16 yrs
States
1
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DP

Daniel Peter Diclementi

Connecticut·CRD #8248030
IA Rep

Investment Adviser Rep at FCIG WEALTH MANAGEMENT, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee
View profile
DP

Daniel Peter Jeffery

New York·CRD #2147310
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
31 yrs
States
1
Exams
4
Since
1995
Est. fee
AUM / Hourly / 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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