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+)
DB

David Brian Stauffer

Florida·CRD #8206306
Dual-registered

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

States
1
Exams
3
Est. fee
AUM / Commission / Flat Fee
View profile
DB

David Brien Perkins

North Carolina·CRD #1824251
Dual-registered

Dual-registered at HATTERAS INVESTMENT PARTNERS, LP

Experience
38 yrs
States
1
Exams
5
Since
1988
Fee
AUM / Performance-based
View profile
DB

David Briggs

New Jersey·CRD #1789727
Dual-registered

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

Experience
4 yrs
States
3
Exams
4
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
DB

David Brody

California·CRD #4187863
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

David Brooks Barr

Texas·CRD #4718567
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
20 yrs
States
1
Exams
6
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
DB

David Brown

District Of Columbia·CRD #7251602
Dual-registered

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

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

David Bruce Biunno Jr.

New Jersey·CRD #4590759
Dual-registered

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

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
DB

David Bruce Hehn

Nevada·CRD #4425629
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DB

David Bruce Kantor

New Mexico·CRD #2714486
Dual-registered

Dual-registered at SANTA FE ADVISORS LLC

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
DB

David Bruce McNamee

New Hampshire·CRD #3223069
Dual-registered

Dual-registered at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Experience
27 yrs
States
1
Exams
2
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DB

David Bruce Morrison

Idaho·CRD #5463175
Dual-registered

Dual-registered at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

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

David Bruce Shepard

Colorado·CRD #5030899
IA Rep

Investment Adviser Rep at CALLAHAN CAPITAL MANAGEMENT

Experience
14 yrs
States
2
Exams
1
Since
2012
Est. fee
AUM
View profile
DB

David Bruce Watts

Arizona·CRD #3095023
Dual-registered

Dual-registered at WATTS GWILLIAM & COMPANY, LLC

Experience
28 yrs
States
1
Exams
3
Since
1998
Est. fee
AUM / Flat Fee
View profile
DB

David Bryan Cummins

New York·CRD #1073099
Dual-registered

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

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
DB

David Bryan Johnson

Maryland·CRD #3153787
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
DB

David Bryan Molnar

California·CRD #2412851
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DB

David Bryant Thompson

Florida·CRD #4712412
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
DB

David B Schlabach

Indiana·CRD #1860959
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
38 yrs
States
2
Exams
4
Since
1988
Est. fee
AUM / Hourly / Flat Fee
View profile
DB

David B Schwartz

Pennsylvania·CRD #6193411
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Flat Fee
View profile
DB

David B Smith

Connecticut·CRD #1383778
Dual-registered

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

Experience
28 yrs
States
2
Exams
6
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
DB

David B Smith

Louisiana·CRD #4253507
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DB

David B Stickney

California·CRD #1694179
Dual-registered

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

Experience
39 yrs
States
2
Exams
4
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
DB

David Budinger

Virginia·CRD #8037730
IA Rep

Investment Adviser Rep at KINLOCH CAPITAL, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
DB

David Bujacich

Texas·CRD #5681677
Dual-registered

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

Experience
16 yrs
States
1
Exams
5
Since
2010
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 840 | AdvisorFinder