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+)
DR

Donald Robert Bessler

California·CRD #2339382
Dual-registered

Dual-registered at WINDWARD CAPITAL MANAGEMENT CO

Experience
24 yrs
States
1
Exams
6
Since
2002
Est. fee
AUM
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DR

Donald Robert Boyle

New York·CRD #4428736
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Donald Robert Burnaford

New Jersey·CRD #36065
Dual-registered

Dual-registered at MPI WEALTH MANAGEMENT LLC

Experience
53 yrs
States
1
Exams
4
Since
1973
Est. fee
AUM / Commission
Minimum
$1.0M
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DR

Donald Robert Genord III

Michigan·CRD #5307702
Dual-registered

Dual-registered at LEVEL FOUR ADVISORY SERVICES

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$40k
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DR

Donald Robert Greene

Tennessee·CRD #228889
IA Rep

Investment Adviser Rep at COSEY FINANCIAL SERVICES, INC.

Experience
52 yrs
States
1
Exams
3
Since
1974
Est. fee
AUM / Hourly / Flat Fee
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DR

Donald Robert Heilbuth

Iowa·CRD #1457625
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
2
Exams
4
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DR

Donald Robert Martine

New Jersey·CRD #6413992
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
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DR

Donald Robert Page III

Connecticut·CRD #5086237
Dual-registered

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

Experience
20 yrs
States
4
Exams
6
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
DR

Donald Robert Skadow Jr

Illinois·CRD #1009447
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
45 yrs
States
1
Exams
6
Since
1981
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DR

Donald Robinson Cluck

California·CRD #863902
Dual-registered

Dual-registered at CANTERBURY CONSULTING INCORPORATED

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Flat Fee / Performance-based
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DR

Donald Rodger Boisvert

New Hampshire·CRD #1365798
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
41 yrs
States
1
Exams
3
Since
1985
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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DR

Donald Rolland Schroeder

Minnesota·CRD #7362377
Dual-registered

Dual-registered at GREATER MIDWEST FINANCIAL GROUP, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
View profile
DR

Donald Roy Mitchell

Maine·CRD #2141080
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
35 yrs
States
2
Exams
5
Since
1991
Est. fee
AUM / Flat Fee
View profile
DR

Donald Roy Payne Jr

Alabama·CRD #2034541
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
34 yrs
States
2
Exams
6
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DR

Donald R. Riddle

Arizona·CRD #4928406
Dual-registered

Dual-registered at J.M. ARBOUR, LLC

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

Donald Ryan McCloskey

California·CRD #4579225
Dual-registered

Dual-registered at SUMMIT WEALTH AND RETIREMENT PARTNERS

Experience
23 yrs
States
3
Exams
4
Since
2003
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
DS

Donald Scott Crane

Arizona·CRD #5656373
Dual-registered

Dual-registered at CRANE & ASSOCIATES WEALTH MANAGEMENT

Experience
17 yrs
States
7
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DS

Donald Scott Penn

Indiana·CRD #4264730
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DS

Donald Stephen Huber Jr

Louisiana·CRD #2493513
Dual-registered

Dual-registered at CORNERSTONE ADVISORY

Experience
26 yrs
States
3
Exams
5
Since
2000
Fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
DT

Donald Theodore Swinarski

Florida·CRD #6144394
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
DT

Donald Thomas Brown

New Jersey·CRD #1499353
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
40 yrs
States
1
Exams
6
Since
1986
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
DT

Donald Thomas McNeill

Georgia·CRD #2912463
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

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

Donald Trendley McKiernan

Wisconsin·CRD #1305965
Dual-registered

Dual-registered at LANDOLT SECURITIES, INC.

Experience
42 yrs
States
1
Exams
8
Since
1984
Est. fee
AUM
View profile
DV

Donald Vandevanter

Texas·CRD #7633965
IA Rep

Investment Adviser Rep at CHRISTIAN FINANCIAL ADVISORS

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