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+)
DP

David Pierce

Massachusetts·CRD #6225897
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
DP

David Pietruszewski

Texas·CRD #6868143
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
9 yrs
States
1
Since
2017
Fee
AUM / Flat Fee / Performance-based
View profile
DP

David P Lacroix

California·CRD #5455656
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

David P Lambert

Connecticut·CRD #1858878
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
4
Exams
4
Since
2001
Est. fee
AUM / Flat Fee
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DP

David P Lanka

New Jersey·CRD #3083010
Dual-registered

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

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
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DP

David P Martin

Connecticut·CRD #4968754
Dual-registered

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

Experience
21 yrs
States
3
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
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DP

David P Meisenzahl

New York·CRD #7824498
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
DP

David Poch

Maryland·CRD #8208323
IA Rep

Investment Adviser Rep at PROMETHIUM

States
1
Exams
2
Since
2026
Est. fee
AUM
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DP

David Podell

New Jersey·CRD #4546161
Dual-registered

Dual-registered at PODELL FINANCIAL GROUP LLC

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

David P Oetting

Missouri·CRD #5612094
Dual-registered

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

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
DP

David Pratti

Pennsylvania·CRD #5197632
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

David Puka

Illinois·CRD #6515698
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
DP

David Pusinsky

Illinois·CRD #5566135
Dual-registered

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

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
DP

David Putnam Osborn

Ohio·CRD #1144910
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
23 yrs
States
1
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DP

David P Weaver

Pennsylvania·CRD #6702655
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
DQ

David Quentin Kutschenreuter

Texas·CRD #4650618
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
23 yrs
States
2
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DR

David R Abate

Ohio·CRD #5069849
IA Rep

Investment Adviser Rep at STRATEGIC WEALTH PARTNERS, LTD.

Experience
20 yrs
States
2
Exams
1
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DR

David Rabella Cusine

Florida·CRD #7643702
Dual-registered

Dual-registered at CREAND MANAGEMENT

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$100k
View profile
DR

David Rairden

California·CRD #2561353
Dual-registered

Dual-registered at DESTINATION WEALTH MANAGEMENT

Experience
27 yrs
States
2
Exams
6
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DR

David Ramos

Indiana·CRD #5234728
Dual-registered

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

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
DR

David Randall Barnes

Alabama·CRD #5232710
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
20 yrs
States
8
Exams
3
Since
2006
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
DR

David Randall Hanson

Illinois·CRD #7461401
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DR

David R Antonovich

Minnesota·CRD #5834714
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
DR

David Ray Ajemian

California·CRD #1472722
Dual-registered

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

Experience
27 yrs
States
1
Exams
4
Since
1999
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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