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+)
DR

Daniel Rhame Abbasi

New York·CRD #7635581
IA Rep

Investment Adviser Rep at DOUGLASS WINTHROP ADVISORS LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Flat Fee / Other
Minimum
$3.0M
View profile
DR

Daniel R Hill

Wisconsin·CRD #5039129
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DR

Daniel Riazzi

North Carolina·CRD #4431783
Dual-registered

Dual-registered at &PARTNERS

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
DR

Daniel Richard Braile

New Jersey·CRD #8048551
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
DR

Daniel Richard Fox

Arizona·CRD #1979209
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
37 yrs
States
2
Exams
4
Since
1989
Est. fee
AUM / Flat Fee
View profile
DR

Daniel Richard Friedel

Michigan·CRD #7922611
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Daniel Richard Garvin

Ohio·CRD #1481768
Dual-registered

Dual-registered at MUNN WEALTH MANAGEMENT, LLC

Experience
40 yrs
States
1
Exams
7
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
DR

Daniel Richard Glaser

Wisconsin·CRD #2750930
IA Rep

Investment Adviser Rep at CHARTER CAPITAL MANAGEMENT, INC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM
Minimum
$1.0M
View profile
DR

Daniel Richard Gounaris

Maryland·CRD #2182940
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
35 yrs
States
2
Exams
4
Since
1991
Est. fee
AUM / Flat Fee
View profile
DR

Daniel Richard Katz

Colorado·CRD #5321599
Dual-registered

Dual-registered at STEELE STREET PRIVATE WEALTH MANAGEMENT

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DR

Daniel Richard King

Texas·CRD #5469867
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
DR

Daniel Richard Kowalczyk

Florida·CRD #7995348
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
DR

Daniel Richard Michel

New York·CRD #2766315
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DR

Daniel Richard Michelon

California·CRD #4386680
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
23 yrs
States
7
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DR

Daniel Richard Murphy

Arizona·CRD #6847509
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
9 yrs
States
3
Exams
2
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DR

Daniel Richard Wolfgram

N/A·CRD #471462
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
Exams
15
Est. fee
AUM / Flat Fee
View profile
DR

Daniel Richmond

Michigan·CRD #7249094
IA Rep

Investment Adviser Rep at CARRERA CAPITAL ADVISORS

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
DR

Daniel Riegner

Ohio·CRD #5725385
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
DR

Daniel R Kress

Florida·CRD #6354259
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
3
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DR

Daniel R Liffman

California·CRD #6076687
Dual-registered

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

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

Daniel R Moraes

Massachusetts·CRD #5932071
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
DR

Daniel Robert Bott Sr

California·CRD #810528
Dual-registered

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

Experience
50 yrs
States
1
Exams
6
Since
1976
Est. fee
AUM / Commission / Flat Fee
View profile
DR

Daniel Robert Brown

Arizona·CRD #6608219
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DR

Daniel Robert Brush

N/A·CRD #1498148
Dual-registered

Dual-registered at FLC CAPITAL ADVISORS

Experience
26 yrs
Exams
4
Since
2000
Fee
AUM / Commission / Hourly / Flat Fee / Other
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 802 | AdvisorFinder