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 Peter Larsen

New York·CRD #6171710
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DP

Daniel Peter Lattanzi

Connecticut·CRD #6095557
Dual-registered

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

Experience
14 yrs
States
3
Exams
4
Since
2012
Est. fee
AUM / Commission / Flat Fee
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DP

Daniel Peter Petrovich

Pennsylvania·CRD #2973830
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
29 yrs
States
1
Exams
8
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Other
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DP

Daniel Peter Stieh

North Carolina·CRD #6600570
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
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DP

Daniel Peter Thoma

Connecticut·CRD #4232392
Dual-registered

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

Experience
23 yrs
States
3
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
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DP

Daniel Peter Thomas Jr

California·CRD #721864
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
45 yrs
States
8
Exams
7
Since
1981
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DP

Daniel Peyton Hord

Illinois·CRD #810330
Dual-registered

Dual-registered at ROTHSCHILD INVESTMENT

Experience
51 yrs
States
2
Exams
5
Since
1975
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DP

Daniel Phelps Finkel

California·CRD #4127868
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
7
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Daniel Philip Hyland

Texas·CRD #1015074
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
44 yrs
States
2
Exams
9
Since
1982
Est. fee
AUM / Hourly / Flat Fee / Other
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DP

Daniel Phillip Winter

Wisconsin·CRD #4653224
Dual-registered

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

Experience
15 yrs
States
1
Exams
5
Since
2011
Fee
AUM / Other
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DP

Daniel Pierce Smith

Arkansas·CRD #5147144
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
19 yrs
States
3
Exams
6
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Daniel Piero

Florida·CRD #6955694
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Daniel P. Iscra

Illinois·CRD #5397822
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
DP

Daniel Pisera

New York·CRD #2146196
Dual-registered

Dual-registered at INGALLS & SNYDER LLC

Experience
28 yrs
States
1
Exams
3
Since
1998
Fee
AUM / Flat Fee / Performance-based
Minimum
$100k
View profile
DP

Daniel P. Klug

Connecticut·CRD #4600392
Dual-registered

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

Experience
11 yrs
States
3
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
DP

Daniel P Leugers

Florida·CRD #4155992
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Daniel P Mack

Iowa·CRD #6830775
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Daniel P Marlow

Iowa·CRD #5142191
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Daniel Pompeo Camargo Jannuzzi

New York·CRD #7825135
Dual-registered

Dual-registered at AMERAUDI ASSET MANAGEMENT, INC.

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM
Minimum
$1.0M
View profile
DP

Daniel Prichard

California·CRD #6357182
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
DP

Daniel P Robles Jr

Texas·CRD #7172730
Dual-registered

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

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
DP

Daniel P Rooner

Maryland·CRD #5565879
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Daniel P Ryan

Kentucky·CRD #7908858
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
DP

Daniel P Schipitsch

Illinois·CRD #4925374
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
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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