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+)
DS

Daniel S Bachmann

Maryland·CRD #4248264
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Flat Fee
View profile
DS

Daniel S Campbell

California·CRD #5955578
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
DS

Daniel Schluter

N/A·CRD #6865739
IA Rep

Investment Adviser Rep at CAPITAL ADVISORS, INC.

Experience
9 yrs
Exams
1
Since
2017
Fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DS

Daniel Schuld

Illinois·CRD #6699753
Dual-registered

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

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
DS

Daniel Schwartz

North Carolina·CRD #5233875
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DS

Daniel Schwartz

Texas·CRD #5954956
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

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

Daniel S Costello

Washington·CRD #5948195
Dual-registered

Dual-registered at TSCHETTER GROUP

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
DS

Daniel Scott Burnham

Connecticut·CRD #2893446
Dual-registered

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

Experience
29 yrs
States
2
Exams
6
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
DS

Daniel Scott Foxen

Florida·CRD #1613493
Dual-registered

Dual-registered at APOLLON FINANCIAL, LLC

Experience
39 yrs
States
2
Exams
3
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DS

Daniel Scott Jones

North Carolina·CRD #8142616
Dual-registered

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

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

Daniel Scott Libstorff

Ohio·CRD #6347838
Dual-registered

Dual-registered at UNITED ADVISOR GROUP

Experience
11 yrs
States
1
Exams
3
Since
2015
Fee
AUM / Hourly / Flat Fee
View profile
DS

Daniel Scott Mick

Ohio·CRD #7946371
IA Rep

Investment Adviser Rep at RIDGELINE WEALTH PLANNING LLC

Experience
2 yrs
States
2
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DS

Daniel Scott Miller

Florida·CRD #1485550
Dual-registered

Dual-registered at IFG ADVISORY, LLC

Experience
26 yrs
States
3
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
DS

Daniel Scott Miller

Arkansas·CRD #4797752
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
22 yrs
States
18
Exams
5
Since
2004
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
DS

Daniel Scott Nandor

California·CRD #8321609
IA Rep

Investment Adviser Rep at ECLECTIC ASSOCIATES, INC.

States
2
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$400k
View profile
DS

Daniel Scott Portillo

California·CRD #6827390
Dual-registered

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

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
DS

Daniel Scott Sullivan

New Jersey·CRD #5032328
Dual-registered

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

Experience
21 yrs
States
3
Exams
5
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
DS

Daniel Scott Super

Michigan·CRD #6449837
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DS

Daniel Scott Treacy

New York·CRD #6500084
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
DS

Daniel Scott Vantimmeren

Michigan·CRD #1424935
Dual-registered

Dual-registered at LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Other
View profile
DS

Daniel Scott Willing

Minnesota·CRD #6849191
Dual-registered

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

Experience
8 yrs
States
1
Exams
3
Since
2018
Fee
AUM / Other
View profile
DS

Daniel Sean Conroy

Nebraska·CRD #6220546
Dual-registered

Dual-registered at ALLEN CAPITAL GROUP, LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$200k
View profile
DS

Daniel Sean O'Neill

Colorado·CRD #4034737
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
27 yrs
States
2
Exams
7
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
DS

Daniel Sean Phelan

Maryland·CRD #2602484
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
31 yrs
States
2
Exams
7
Since
1995
Est. fee
AUM / Flat Fee
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 805 | AdvisorFinder