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+)
DT

Daniel Tedford Phillips

Alabama·CRD #6613536
IA Rep

Investment Adviser Rep at EVERSOURCE WEALTH ADVISORS, LLC

Experience
10 yrs
States
2
Exams
1
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
DT

Daniel Testa

California·CRD #7624211
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM
Minimum
$50k
View profile
DT

Daniel Theodore Polster

California·CRD #4888262
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DT

Daniel Thomas Anthony Buckley

Massachusetts·CRD #6319950
IA Rep

Investment Adviser Rep at APPLETON PARTNERS, INC.

Experience
12 yrs
States
1
Since
2014
Est. fee
AUM
Minimum
$2.0M
View profile
DT

Daniel Thomas Bresson

Wisconsin·CRD #1360768
Dual-registered

Dual-registered at ENCOMPASS MORE ASSET MANAGEMENT LLC

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Subscription
View profile
DT

Daniel Thomas Gamache

Colorado·CRD #5538021
Dual-registered

Dual-registered at KILTERHOWLING LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM
View profile
DT

Daniel Thomas Goodman

California·CRD #6167970
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DT

Daniel Thomas Harrington

Minnesota·CRD #5614304
Dual-registered

Dual-registered at ADVISORNET WEALTH PARTNERS

Experience
18 yrs
States
2
Exams
3
Since
2008
Fee
AUM / Hourly / Flat Fee / Other
View profile
DT

Daniel Thomas Hughey

New York·CRD #5718803
IA Rep

Investment Adviser Rep at PITON INVESTMENT MANAGEMENT, LP

Experience
6 yrs
States
2
Exams
2
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
DT

Daniel Thomas Ickes

Rhode Island·CRD #7459390
Dual-registered

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

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Daniel Thomas Janowiak

California·CRD #2817063
Dual-registered

Dual-registered at CANTERBURY CONSULTING INCORPORATED

Experience
21 yrs
States
1
Exams
6
Since
2005
Est. fee
AUM / Flat Fee / Performance-based
View profile
DT

Daniel Thomas Kjorsvik

Minnesota·CRD #3105224
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
28 yrs
States
1
Exams
4
Since
1998
Fee
AUM / Hourly / Flat Fee / Other
View profile
DT

Daniel Thomas Larson

Ohio·CRD #7544845
IA Rep

Investment Adviser Rep at WEALTHQUEST CORPORATION

Experience
4 yrs
States
1
Since
2022
Est. fee
AUM / Flat Fee
View profile
DT

Daniel Thomas Leicht

California·CRD #7264676
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Daniel Thomas Maher

Massachusetts·CRD #2988295
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
25 yrs
States
2
Exams
6
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
DT

Daniel Thomas Mangold

Wisconsin·CRD #7552968
Dual-registered

Dual-registered at NICOLET WEALTH MANAGEMENT

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM
View profile
DT

Daniel Thomas Palmer

California·CRD #2502922
Dual-registered

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

Experience
32 yrs
States
1
Exams
6
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Daniel Thomas Rayl

Ohio·CRD #2448717
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DT

Daniel Thomas Reardon Jr

California·CRD #7260092
IA Rep

Investment Adviser Rep at LIDO

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DT

Daniel Thomas Scalzi

Connecticut·CRD #411967
Dual-registered

Dual-registered at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
50 yrs
States
3
Exams
15
Since
1976
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DT

Daniel Thomas Stampf

California·CRD #3046148
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DT

Daniel Thomas Thornton

Virginia·CRD #4253668
Dual-registered

Dual-registered at CONCORD WEALTH PARTNERS

Experience
26 yrs
States
1
Exams
6
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
DT

Daniel Thomas Walsh

California·CRD #2792922
Dual-registered

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

Experience
30 yrs
States
2
Exams
5
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Daniel Thomas Wells

South Carolina·CRD #1189374
Dual-registered

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

Experience
43 yrs
States
3
Exams
3
Since
1983
Est. fee
AUM / Commission / 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 808 | AdvisorFinder