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+)
DH

David Howard Silverman

New Jersey·CRD #2544360
Dual-registered

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

Experience
29 yrs
States
3
Exams
9
Since
1997
Est. fee
AUM / Commission / Flat Fee
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DH

David H Rehrer

New Jersey·CRD #1143600
Dual-registered

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

Experience
43 yrs
States
2
Exams
4
Since
1983
Est. fee
AUM / Commission / Flat Fee
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DH

David H Rehrer Jr

New Jersey·CRD #4717328
Dual-registered

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

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
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DH

David Hua

Texas·CRD #5527285
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
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DH

David Hudson Melendy

Tennessee·CRD #5115364
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
15 yrs
States
1
Exams
6
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
DH

David Huff

North Carolina·CRD #5779230
Dual-registered

Dual-registered at PROVIDENCE CAPITAL ADVISORS, LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Hourly
Minimum
$500k
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DH

David Hugh Schultz

Pennsylvania·CRD #7766398
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
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DH

David Huntington

New York·CRD #6948525
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
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DH

David Hyam Zuckerman

California·CRD #4616692
Dual-registered

Dual-registered at ZUCKERMAN CAPITAL MANAGEMENT, LLC

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM
Minimum
$1.0M
View profile
DI

David Iafrate

Florida·CRD #5637327
Dual-registered

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

Experience
13 yrs
States
2
Exams
6
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
DI

David Ian Templeton

Florida·CRD #5806120
IA Rep

Investment Adviser Rep at HORAN WEALTH, LLC

Experience
16 yrs
States
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
DI

David I Feygenson

Texas·CRD #6314839
IA Rep

Investment Adviser Rep at BARROW HANLEY GLOBAL INVESTORS

Experience
6 yrs
States
1
Exams
1
Since
2020
Fee
AUM / Performance-based
View profile
DI

David I Friedman

Connecticut·CRD #4826114
Dual-registered

Dual-registered at WESTWOOD MANAGEMENT CORP

Experience
22 yrs
States
2
Exams
3
Since
2004
Fee
AUM / Performance-based
View profile
DI

David Ignacio Pinedo

N/A·CRD #6655219
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
Exams
5
Since
2021
Est. fee
AUM / Flat Fee
View profile
DI

David Imrith

New Jersey·CRD #6319163
Dual-registered

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

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
DI

David Inhyuk Lee

California·CRD #4329880
Dual-registered

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

Experience
24 yrs
States
2
Exams
5
Since
2002
Fee
AUM / Other
View profile
DI

David Ira Fischbach

New Jersey·CRD #1774749
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
39 yrs
States
1
Exams
4
Since
1987
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
DI

David Irl Gent

Indiana·CRD #2547677
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DI

David Irving Reidy

Florida·CRD #6119068
IA Rep

Investment Adviser Rep at FIRST GROWTH CAPITAL LLC

Experience
13 yrs
States
2
Exams
1
Since
2013
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
DI

David Irwin Jacobs

Florida·CRD #4094904
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
2
Exams
8
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DI

David Irwin Waters Jr

New York·CRD #5320397
IA Rep

Investment Adviser Rep at ALLUVIAL CAPITAL MANAGEMENT, LLC

Experience
12 yrs
States
3
Since
2014
Est. fee
AUM / Performance-based
Minimum
$100k
View profile
DI

David Ishii

Washington·CRD #5421388
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
DI

David Israel Martinez

Colorado·CRD #7336873
Dual-registered

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

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
DI

David Isti

California·CRD #7033178
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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