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+)
DZ

David Zimmer

Connecticut·CRD #5906818
Dual-registered

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

Experience
10 yrs
States
3
Exams
4
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
DZ

David Zimmerman

Michigan·CRD #842177
Dual-registered

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

Experience
49 yrs
States
1
Exams
8
Since
1977
Est. fee
AUM / Commission / Flat Fee
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DK

Davi Kutner

Georgia·CRD #4315213
Dual-registered

Dual-registered at APRIO WEALTH MANAGEMENT, LLC

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
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DJ

Davin J Carey

California·CRD #5413012
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
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DS

Davin S Rudy

Maryland·CRD #5796476
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
DA

Davis Alan Blomquist

California·CRD #6448020
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
8 yrs
States
1
Since
2018
Fee
AUM / Flat Fee / Performance-based
View profile
DB

Davis B Monaghan

Minnesota·CRD #6527235
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Flat Fee
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DB

Davis Bruce Johnson

Minnesota·CRD #6267033
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
View profile
DC

Davis Christopher Tingley

Illinois·CRD #7995921
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DE

Davis Eric Eimen

Illinois·CRD #8281595
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Flat Fee
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DG

Davis Graham

Michigan·CRD #7273554
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

Davis Grason Holly

Oregon·CRD #7070055
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
View profile
DH

Davis Harrison Bell

California·CRD #6954301
IA Rep

Investment Adviser Rep at LIDO

Experience
4 yrs
States
4
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DJ

Davis Jackson Suckow

Wisconsin·CRD #7916593
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DJ

Davis James Rieman Jr

Connecticut·CRD #1640400
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
39 yrs
States
8
Exams
5
Since
1987
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DK

Davis Kohl Lemert

Texas·CRD #8161536
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Davis Michael Noblat

Washington·CRD #7934605
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Davis Paul Owens

Colorado·CRD #6720817
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
DR

Davis Reed Bean

Utah·CRD #7975281
IA Rep

Investment Adviser Rep at PRIVATE ADVISORY

Experience
2 yrs
States
1
Exams
2
Since
2024
Fee
AUM / Performance-based
Minimum
$500k
View profile
DS

Davis Sahr

Utah·CRD #8128815
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DM

Davisson Merritt Hammond

Louisiana·CRD #4722743
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
22 yrs
States
3
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DW

Davis Wilson

Massachusetts·CRD #6823361
Dual-registered

Dual-registered at MCADAM LLC

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Flat Fee
View profile
DW

Davis Windham Ennis

Alabama·CRD #7986855
IA Rep

Investment Adviser Rep at SUNBURST FINANCIAL GROUP, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
DP

Davita Pray

Pennsylvania·CRD #5954562
IA Rep

Investment Adviser Rep at USA FINANCIAL SECURITIES LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Commission / Hourly / 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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