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 Thyfault

Colorado·CRD #6516106
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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DT

Daniel Timari

New York·CRD #5498182
Dual-registered

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

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Commission / Flat Fee
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DT

Daniel Timothy Fagan

Connecticut·CRD #2434920
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
32 yrs
States
2
Exams
5
Since
1994
Fee
AUM / Hourly / Flat Fee
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DT

Daniel Timothy Lombardi

Illinois·CRD #4137286
Dual-registered

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

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Commission / Flat Fee
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DT

Daniel Timothy O'Connell

New Jersey·CRD #1283449
Dual-registered

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

Experience
42 yrs
States
3
Exams
3
Since
1984
Est. fee
AUM / Commission / Flat Fee
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DT

Daniel Timothy O'Connell Jr.

Connecticut·CRD #6663347
Dual-registered

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

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

Daniel T Kamanga

California·CRD #4578603
Dual-registered

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

Experience
21 yrs
States
4
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
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DT

Daniel T Kortenhaus

Florida·CRD #7937328
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
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DT

Daniel T Mahoney

New York·CRD #1319009
Dual-registered

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

Experience
42 yrs
States
2
Exams
4
Since
1984
Est. fee
AUM / Commission / Flat Fee
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DT

Daniel T McMahon

Connecticut·CRD #2159199
Dual-registered

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

Experience
33 yrs
States
2
Exams
7
Since
1993
Est. fee
AUM / Commission / Flat Fee
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DT

Daniel T Niles

Florida·CRD #2091855
Dual-registered

Dual-registered at NILES INVESTMENT MANAGEMENT, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Performance-based
Minimum
$250k
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DT

Daniel Todd Stober

Washington·CRD #2628428
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
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DT

Daniel Tomos Schwabauer

Pennsylvania·CRD #8057634
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Daniel Torrey Bingham Jr.

Texas·CRD #6323927
Dual-registered

Dual-registered at PEIRCE CAPITAL MANAGEMENT, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Fee
AUM
Minimum
$1.0M
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DT

Daniel Townsend Crowe

Kansas·CRD #4417054
Dual-registered

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

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Daniel Travis Gibson

Ohio·CRD #7215537
Dual-registered

Dual-registered at FORT WASHINGTON INVESTMENT ADVISORS INC

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DT

Daniel Trosch

Virginia·CRD #2226554
Dual-registered

Dual-registered at WEST FINANCIAL SERVICES, INC.

Experience
25 yrs
States
1
Exams
3
Since
2001
Fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
DT

Daniel T. Schniedwind

California·CRD #5920056
IA Rep

Investment Adviser Rep at AMI ASSET MANAGEMENT CORP

Experience
10 yrs
States
2
Exams
2
Since
2016
Fee
AUM
View profile
DT

Daniel T Sullivan

New Jersey·CRD #2877332
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM / Flat Fee
View profile
DT

Daniel Tucker Finn

Connecticut·CRD #6140286
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
DT

Daniel Tumba

Florida·CRD #5385538
Dual-registered

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

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Daniel Tyler Sandlin

Florida·CRD #4204390
Dual-registered

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

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

Daniel Tyler Smith

Kentucky·CRD #5749074
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
16 yrs
States
1
Exams
4
Since
2010
Fee
AUM / Hourly / Flat Fee / Other
View profile
DT

Daniel Tyler Sullivan

N/A·CRD #8079300
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Exams
3
Est. fee
AUM / Hourly / 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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