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

Donald Matthew Bond Jr

New York·CRD #1021800
Dual-registered

Dual-registered at EDGE WEALTH MANAGEMENT, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM
View profile
DM

Donald Matthew Goodwin

Texas·CRD #5603687
Dual-registered

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

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
DM

Donald Matthew Homack

California·CRD #7149056
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
DM

Donald Matthew Phelan

Indiana·CRD #4902644
Dual-registered

Dual-registered at WILLIAMSON LEGACY GROUP, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Flat Fee
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DM

Donald Maurer Dowd III

New York·CRD #1870120
Dual-registered

Dual-registered at PINNACLE ASSOCIATES, LTD.

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Flat Fee
Minimum
$1.0M
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DM

Donald Maynard Kolb

Illinois·CRD #7986265
IA Rep

Investment Adviser Rep at INSPIRION WEALTH ADVISORS, LLC

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

Donald Melvin Longlet

Minnesota·CRD #2045083
IA Rep

Investment Adviser Rep at NEXT CENTURY GROWTH INVESTORS LLC

Experience
12 yrs
States
1
Since
2014
Est. fee
AUM
Minimum
$5.0M
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DM

Donald Michael Bateman

Florida·CRD #4354433
Dual-registered

Dual-registered at NATIONAL WEALTH MANAGEMENT GROUP, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
DM

Donald Michael Denstaedt

Michigan·CRD #5448490
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DM

Donald Michael Keegan

New York·CRD #2836016
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
29 yrs
States
1
Exams
6
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
DM

Donald Michael Rhomberg

Florida·CRD #2895560
IA Rep

Investment Adviser Rep at JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Experience
25 yrs
States
1
Exams
3
Since
2001
Est. fee
AUM / Flat Fee / Performance-based
View profile
DM

Donald M Lehman

Oklahoma·CRD #1572356
Dual-registered

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

Experience
40 yrs
States
2
Exams
8
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
DN

Donald Nate Carlson

Michigan·CRD #2903454
Dual-registered

Dual-registered at REGAL INVESTMENT ADVISORS LLC

Experience
27 yrs
States
2
Exams
7
Since
1999
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DN

Donald Nathan Hoffman

Florida·CRD #4445738
Dual-registered

Dual-registered at PROSPERITY - AN EISNERAMPER COMPANY

Experience
25 yrs
States
4
Exams
3
Since
2001
Fee
AUM / Hourly / Flat Fee
View profile
DN

Donald Neal Sullivan

Florida·CRD #1979017
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
33 yrs
States
4
Exams
4
Since
1993
Est. fee
AUM / Hourly
Minimum
$25k
View profile
DN

Donald Norman Pacheco Jr

Colorado·CRD #1026071
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
44 yrs
States
1
Exams
6
Since
1982
Est. fee
AUM / Hourly / Flat Fee
View profile
DO

Donald Olsen Jesberg

California·CRD #724580
Dual-registered

Dual-registered at KCM INVESTMENT ADVISORS

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM
Minimum
$1.0M
View profile
DO

Donald Orin Andrus Jr

Florida·CRD #4919980
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
19 yrs
States
6
Exams
5
Since
2007
Est. fee
AUM
Minimum
$50k
View profile
DP

Donald Patrick Lopiccolo

California·CRD #6029244
Dual-registered

Dual-registered at CANTERBURY CONSULTING INCORPORATED

Experience
14 yrs
States
1
Exams
2
Since
2012
Est. fee
AUM / Flat Fee / Performance-based
View profile
DP

Donald Patrick Lord

Maryland·CRD #2953089
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DP

Donald Paul Antonacio

Arizona·CRD #2292242
Dual-registered

Dual-registered at BCG SECURITIES, INC.

Experience
34 yrs
States
16
Exams
5
Since
1992
Est. fee
AUM / Commission / Flat Fee
Minimum
$25k
View profile
DP

Donald Paul Burger

New York·CRD #4222141
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
2
Exams
9
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DP

Donald Paul Goerner

Texas·CRD #4649381
Dual-registered

Dual-registered at COPPELL ADVISORY SOLUTIONS LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
DP

Donald Paul Truesdell Jr

Delaware·CRD #2758815
Dual-registered

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

Experience
30 yrs
States
2
Exams
4
Since
1996
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.

Financial Advisors - Page 973 | AdvisorFinder