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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+)
DW

Daniel Wayne McVeigh

Texas·CRD #2790376
Dual-registered

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

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Commission / Flat Fee
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DW

Daniel W Bruns

Texas·CRD #5532220
Dual-registered

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

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
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DW

Daniel Weimer

Pennsylvania·CRD #1859854
Dual-registered

Dual-registered at EXODUS WEALTH, LLC

Experience
37 yrs
States
1
Exams
6
Since
1989
Est. fee
AUM / Hourly / Flat Fee
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DW

Daniel Weitzman

California·CRD #7325988
IA Rep

Investment Adviser Rep at LIDO

Experience
5 yrs
States
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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DW

Daniel Werts

Colorado·CRD #6610699
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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DW

Daniel Wesley Bentz

New York·CRD #6801788
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
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DW

Daniel Wesley Fitzpatrick

Nebraska·CRD #4210134
Dual-registered

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

Experience
26 yrs
States
2
Exams
4
Since
2000
Fee
AUM / Other
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DW

Daniel White

New Jersey·CRD #7192476
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
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DW

Daniel Wiemann

California·CRD #7502036
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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DW

Daniel Wiley

Arizona·CRD #8163533
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM
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DW

Daniel William Barton

Colorado·CRD #5857432
Dual-registered

Dual-registered at SACHEM HILL LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Fee
AUM / Flat Fee / Other
Minimum
$10.0M
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DW

Daniel William Bodmann Jr.

Nebraska·CRD #4588323
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
23 yrs
States
1
Exams
10
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
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DW

Daniel William Charlesworth

Minnesota·CRD #6162885
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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DW

Daniel William Clements

Florida·CRD #7919857
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
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DW

Daniel William Doherty

Massachusetts·CRD #3256013
Dual-registered

Dual-registered at FINANCIAL TRANSPARENCY

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Flat Fee
Minimum
$25k
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DW

Daniel William Dubyk

Pennsylvania·CRD #1810369
IA Rep

Investment Adviser Rep at COPPELL ADVISORY SOLUTIONS LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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DW

Daniel William Farrell

Arkansas·CRD #6339117
Dual-registered

Dual-registered at CORE PLANNING

Experience
9 yrs
States
10
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
DW

Daniel William Gibson

Texas·CRD #6542700
Dual-registered

Dual-registered at MSH CAPITAL ADVISORS LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
Minimum
$5k
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DW

Daniel William Iannessa

Illinois·CRD #4538826
Dual-registered

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

Experience
22 yrs
States
1
Exams
6
Since
2004
Est. fee
AUM / Flat Fee
View profile
DW

Daniel William Loftus

New Jersey·CRD #4688089
Dual-registered

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

Experience
22 yrs
States
3
Exams
7
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
DW

Daniel William McKenna

California·CRD #4827522
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
22 yrs
States
8
Exams
6
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DW

Daniel William McNulty

Texas·CRD #3275192
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Daniel William Murdock

Utah·CRD #1350939
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
41 yrs
States
1
Exams
7
Since
1985
Est. fee
AUM / Hourly / Flat Fee
View profile
DW

Daniel William Rausch

Florida·CRD #5636455
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
11 yrs
States
2
Exams
4
Since
2015
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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