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+)
DW

Desy Wang

Nevada·CRD #7059926
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
View profile
DD

Devan Dekker

Michigan·CRD #6789183
Dual-registered

Dual-registered at REGAL INVESTMENT ADVISORS LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DJ

Devang Jitendra Patel

Texas·CRD #7764476
IA Rep

Investment Adviser Rep at REWBIX

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
DW

Devan White

Pennsylvania·CRD #6272844
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
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DA

Deven Amann-Rao

New York·CRD #7675543
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
DJ

Deven John Coleman

New York·CRD #7880660
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
DK

Deven Keith Mays

California·CRD #7151006
Dual-registered

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

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
DT

Deven T Stewart

N/A·CRD #7735764
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
Exams
5
Est. fee
AUM / Flat Fee
View profile
DY

Deven Ysidro Perez

Michigan·CRD #7260882
Dual-registered

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

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

Deviet Gaul

Rhode Island·CRD #7186594
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Devin A Fevola

New York·CRD #7231250
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Flat Fee
View profile
DA

Devin A Jackson

Mississippi·CRD #7425559
Dual-registered

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

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

Devin Alderman

New Mexico·CRD #7735341
Dual-registered

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

States
1
Exams
4
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Devin Alic Goetsch

Wisconsin·CRD #8282212
IA Rep

Investment Adviser Rep at PJS INVESTMENT MANAGEMENT

States
1
Exams
2
Since
2026
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
DA

Devin Allen Kind

Michigan·CRD #7338370
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DA

Devin Allen Shaffer

New Jersey·CRD #6866981
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
DA

Devin Arthur Nelson Rehberg

New Mexico·CRD #6319164
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
DA

Devin Ashlee Reed

Florida·CRD #5373081
Dual-registered

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

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
DB

Devin Bailey Filippi

New York·CRD #7767891
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Devin Caroline Brieske

Louisiana·CRD #7692547
IA Rep

Investment Adviser Rep at STOKES FAMILY OFFICE LLC

Experience
3 yrs
States
2
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DC

Devin Conrad Bourque

Connecticut·CRD #6131704
Dual-registered

Dual-registered at HT PARTNERS LLC

Experience
13 yrs
States
1
Exams
2
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
DD

Devin Daniel Blanchard

Washington·CRD #7066255
Dual-registered

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

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
DE

Devin Elizabeth Geddings

Idaho·CRD #6344563
IA Rep

Investment Adviser Rep at RW INVESTMENT MANAGEMENT LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Fee
AUM / Hourly / Flat Fee
View profile
DE

Devin Elizabeth O'Connor

Connecticut·CRD #6664746
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

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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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