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 Robert Bystrom

New York·CRD #3241599
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
14 yrs
States
2
Exams
6
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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DR

Daniel Robert Campos

Maryland·CRD #6194309
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DR

Daniel Robert Catone

California·CRD #4469467
Dual-registered

Dual-registered at GOLDEN STATE WEALTH MANAGEMENT, LLC

Experience
25 yrs
States
3
Exams
6
Since
2001
Est. fee
AUM / Other
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DR

Daniel Robert Corno

Maryland·CRD #5968662
IA Rep

Investment Adviser Rep at MASON INVESTMENT ADVISORY SERVICES INC

Experience
3 yrs
States
2
Exams
1
Since
2023
Fee
AUM / Flat Fee
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DR

Daniel Robert Currywood

California·CRD #6760037
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
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DR

Daniel Robert Erdmann

Florida·CRD #6223115
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
3
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DR

Daniel Robert Fruge

Texas·CRD #7463180
Dual-registered

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

Experience
3 yrs
States
1
Exams
6
Since
2023
Est. fee
AUM / Commission / Flat Fee
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DR

Daniel Robert Grant

Illinois·CRD #1574076
Dual-registered

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

Experience
40 yrs
States
1
Exams
6
Since
1986
Est. fee
AUM / Flat Fee
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DR

Daniel Robert House

Maine·CRD #5921828
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
15 yrs
States
1
Exams
9
Since
2011
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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DR

Daniel Robert Kerrigan

Georgia·CRD #4362309
Dual-registered

Dual-registered at &PARTNERS

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
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DR

Daniel Robert Klemkosky

Florida·CRD #6546765
IA Rep

Investment Adviser Rep at WALLINGTON ASSET MANAGEMENT

Experience
11 yrs
States
2
Since
2015
Fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
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DR

Daniel Robert Klemm Jr.

Alaska·CRD #6344942
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
11 yrs
States
22
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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DR

Daniel Robert Larosa

New York·CRD #6027891
IA Rep

Investment Adviser Rep at RITHOLTZ WEALTH MANAGEMENT

Experience
11 yrs
States
1
Exams
1
Since
2015
Fee
AUM / Flat Fee
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DR

Daniel Robert Levin

California·CRD #1095730
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
43 yrs
States
1
Exams
5
Since
1983
Est. fee
AUM / Flat Fee
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DR

Daniel Robert Liebers

Illinois·CRD #1885447
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
38 yrs
States
2
Exams
6
Since
1988
Est. fee
AUM / Hourly / Flat Fee
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DR

Daniel Robert Marlborough

Florida·CRD #5996148
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM / Hourly / Flat Fee / Other
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DR

Daniel Robert Moroney

Connecticut·CRD #3188284
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
26 yrs
States
2
Exams
5
Since
2000
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
DR

Daniel Robert O'Neill

Illinois·CRD #7345819
Dual-registered

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

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

Daniel Robert Sherwood

Delaware·CRD #6407223
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
11 yrs
States
3
Exams
5
Since
2015
Est. fee
AUM / Other
View profile
DR

Daniel Robert Taicher

Wisconsin·CRD #6025287
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
DR

Daniel Robert Williams

New York·CRD #7682411
IA Rep

Investment Adviser Rep at NOVEM GROUP

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
DR

Daniel Robert Zibinskas

New Hampshire·CRD #2283495
Dual-registered

Dual-registered at HARBOR ADVISORY CORPORATION

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
DR

Daniel Rodriguez

New Jersey·CRD #3066638
Dual-registered

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

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
DR

Daniel Rogowski

Florida·CRD #5992688
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
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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