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+)
DM

Dani M. Comart

California·CRD #5950360
Dual-registered

Dual-registered at LIDO

Experience
15 yrs
States
6
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DM

Dani Michelle O'Donnell

California·CRD #4163354
Dual-registered

Dual-registered at BARNES WEALTH MANAGEMENT GROUP

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DA

Danish Anwar

Illinois·CRD #7060148
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
DM

Danita Marie Yetter

Maryland·CRD #7246906
Dual-registered

Dual-registered at CAPE INVESTMENT ADVISORY, INC.

Experience
6 yrs
States
1
Exams
3
Since
2020
Fee
AUM
Minimum
$25k
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DG

Danitza G Barrera

Connecticut·CRD #1684567
Dual-registered

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

Experience
28 yrs
States
4
Exams
5
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
DI

Daniyal I Ahmed

Illinois·CRD #6810774
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
DG

Danjie Guo

New Jersey·CRD #7199706
Dual-registered

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

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Dan John Kopcak

Ohio·CRD #6573080
Dual-registered

Dual-registered at REDWOOD FINANCIAL NETWORK

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$250k
View profile
DJ

Dan Julius Nguyen

California·CRD #5551844
Dual-registered

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

Experience
18 yrs
States
1
Exams
3
Since
2008
Fee
AUM / Other
View profile
DK

Dan Kubo

Texas·CRD #7800182
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
1
Exams
5
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
DD

Dan-Leng Della Wu

New Jersey·CRD #1340315
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
41 yrs
States
2
Exams
5
Since
1985
Est. fee
AUM / Hourly / Flat Fee
View profile
DL

Dan Liu

New Jersey·CRD #7773234
Dual-registered

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

Experience
2 yrs
States
2
Exams
5
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
DB

Danna Blocker Demos

North Carolina·CRD #6577041
Dual-registered

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

Experience
10 yrs
States
2
Exams
6
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Danna Lee Raube

Tennessee·CRD #5228979
Dual-registered

Dual-registered at HORSE COVE PARTNERS LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
DL

Danna Lyn Jarvis

Nevada·CRD #5499364
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DB

Dannielle B Thomas

California·CRD #6706113
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
DH

Danni Higgins

New Jersey·CRD #7390525
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
View profile
DC

Dannit Cohen Saporta

Florida·CRD #7485996
IA Rep

Investment Adviser Rep at ACTIVEST WEALTH MANAGEMENT, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee / Performance-based
View profile
DA

Danny Anthony Yu

New Jersey·CRD #4549121
IA Rep

Investment Adviser Rep at HILLCREST WEALTH ADVISORS - NY, LLC

Experience
24 yrs
States
2
Exams
1
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
DA

Danny Arroyave

New Jersey·CRD #8194127
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
DB

Danny Bhasin

New Jersey·CRD #4961455
Dual-registered

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

Experience
17 yrs
States
2
Exams
6
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
DC

Danny Chenxin Li

Texas·CRD #5900317
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
DC

Danny C Lopez

North Carolina·CRD #5887767
Dual-registered

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

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

Danny Collins Williams

Louisiana·CRD #2463761
Dual-registered

Dual-registered at ELEMENT WEALTH, LLC

Experience
26 yrs
States
3
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
Minimum
$250k
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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