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

David Michael Alexander

Pennsylvania·CRD #7801604
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

David Michael Becker

Iowa·CRD #3063973
Dual-registered

Dual-registered at KEYSTONE WEALTH MANAGEMENT

Experience
28 yrs
States
3
Exams
5
Since
1998
Est. fee
AUM / Flat Fee
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DM

David Michael Belicose

New Jersey·CRD #5358784
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
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DM

David Michael Bilby

California·CRD #7561337
IA Rep

Investment Adviser Rep at OPTIMIZED INVESTMENT PARTNERS, LLC

Experience
4 yrs
States
1
Exams
2
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5.0M
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DM

David Michael Borowsky

Florida·CRD #5680824
IA Rep

Investment Adviser Rep at INVARIANT INVESTMENT MANAGEMENT

Experience
14 yrs
States
2
Exams
1
Since
2012
Est. fee
AUM / Flat Fee
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DM

David Michael Briegs

New Jersey·CRD #1814918
Dual-registered

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

Experience
37 yrs
States
2
Exams
5
Since
1989
Est. fee
AUM / Commission / Flat Fee
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DM

David Michael Bush

New York·CRD #4735232
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
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DM

David Michael Caccese

Pennsylvania·CRD #2541869
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Flat Fee
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DM

David Michael Chaney

Oklahoma·CRD #1906333
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
36 yrs
States
2
Exams
7
Since
1990
Est. fee
AUM / Hourly / Flat Fee / Other
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DM

David Michael Coleman

California·CRD #8054365
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
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DM

David Michael Crawford

New Jersey·CRD #3216999
Dual-registered

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

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
DM

David Michael Depaul

New Jersey·CRD #2294271
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
33 yrs
States
2
Exams
3
Since
1993
Est. fee
AUM / Flat Fee
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DM

David Michael Desimone

New York·CRD #1546630
IA Rep

Investment Adviser Rep at HAZARD & SIEGEL ADVISORY SERVICES LLC

Experience
40 yrs
States
1
Exams
3
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Other
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DM

David Michael Dirk

Ohio·CRD #4652001
IA Rep

Investment Adviser Rep at BOYD WATTERSON ASSET MANAGEMENT, LLC

Experience
26 yrs
States
2
Exams
1
Since
2000
Est. fee
AUM / Flat Fee / Performance-based
View profile
DM

David Michael Di Vito

Arizona·CRD #5635249
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
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DM

David Michael Dubrava

Massachusetts·CRD #5463939
IA Rep

Investment Adviser Rep at BAKER TILLY WEALTH MANAGEMENT, LLC

Experience
18 yrs
States
2
Exams
4
Since
2008
Fee
AUM / Hourly / Flat Fee
View profile
DM

David Michael Duchesneau

Florida·CRD #2236684
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
32 yrs
States
3
Exams
2
Since
1994
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DM

David Michael Eck

Washington·CRD #6621033
IA Rep

Investment Adviser Rep at INSPIRE ADVISORS, LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM
View profile
DM

David Michael Eddy

Texas·CRD #6267317
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

David Michael Ellerbrock

Ohio·CRD #2628567
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
2
Exams
8
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DM

David Michael Emmes II

N/A·CRD #2728826
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
10 yrs
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DM

David Michael Eurton

California·CRD #3203522
Dual-registered

Dual-registered at WESTPARK CAPITAL, INC.

Experience
27 yrs
States
2
Exams
5
Since
1999
Est. fee
AUM / Flat Fee
View profile
DM

David Michael Evans

Missouri·CRD #6126305
Dual-registered

Dual-registered at OPTIMA CAPITAL LLC

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Hourly
Minimum
$50k
View profile
DM

David Michael Evans

Pennsylvania·CRD #7110424
Dual-registered

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

Experience
7 yrs
States
3
Exams
3
Since
2019
Est. fee
AUM / Commission / 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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