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+)
DR

Dannys Ramirez

New Jersey·CRD #6920244
Dual-registered

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

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Danny Tan

Alabama·CRD #5884906
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
7 yrs
States
21
Exams
5
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
DT

Danny Trane Webb

Utah·CRD #3256513
IA Rep

Investment Adviser Rep at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Fee
AUM / Performance-based / Other
View profile
DV

Danny Vilaverde Ferreira

Connecticut·CRD #5176836
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
DW

Danny Wayne Bell

Georgia·CRD #5520769
Dual-registered

Dual-registered at IFG ADVISORY, LLC

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

Danny Xiao-Di Hu

Connecticut·CRD #4058158
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
DY

Danny Yee

Connecticut·CRD #1062270
Dual-registered

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

Experience
44 yrs
States
3
Exams
4
Since
1982
Est. fee
AUM / Commission / Flat Fee
View profile
DY

Danny Yick Wing Lai

Indiana·CRD #6442498
IA Rep

Investment Adviser Rep at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Other
View profile
DY

Danny Y. La

Texas·CRD #5479587
Dual-registered

Dual-registered at CAPITAL ADVISORS, INC.

Experience
17 yrs
States
1
Exams
6
Since
2009
Fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DY

Danny Young

Florida·CRD #4115155
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
26 yrs
States
4
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DZ

Danny Zuhair Kamal

Georgia·CRD #3197594
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
DO

Dan Osborne

California·CRD #1744599
Dual-registered

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

Experience
35 yrs
States
3
Exams
11
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
DG

Danova Gary Chow

California·CRD #1983698
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
36 yrs
States
2
Exams
5
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Dan Paul Michaelian

California·CRD #4526110
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
24 yrs
States
8
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Dan Pope Hagler

New Hampshire·CRD #2456668
Dual-registered

Dual-registered at GRANITE STATE RETIREMENT PLANNING, INC.

Experience
32 yrs
States
2
Exams
7
Since
1994
Est. fee
AUM / Flat Fee
Minimum
$750k
View profile
DS

Dan Stridsberg

California·CRD #4709834
IA Rep

Investment Adviser Rep at ONE CAPITAL MANAGEMENT, LLC

Experience
20 yrs
States
3
Exams
1
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
View profile
DS

Dan Suciu

Florida·CRD #6002559
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Dante Anthony Smith

Texas·CRD #6332541
Dual-registered

Dual-registered at WEALTHPLAN INVESTMENT MANAGEMENT LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DA

Dante Anthony Wright

Pennsylvania·CRD #7700488
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Flat Fee
View profile
DA

Dante Antonio Demarco

Illinois·CRD #3195565
Dual-registered

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

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

Dante Campos

Florida·CRD #7736127
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee / Other
View profile
DC

Dante Cerroni

Michigan·CRD #4197595
Dual-registered

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

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
DD

Dante Deshe Lavender

Texas·CRD #7256687
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
DG

Dante Grenci

Pennsylvania·CRD #7329378
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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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