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+)
DG

Dylan Gregory Stafford

California·CRD #7168548
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
DG

Dylan Griffin Lang

Iowa·CRD #6912869
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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DH

Dylan Howard Graber

Minnesota·CRD #7679375
Dual-registered

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

Experience
3 yrs
States
2
Exams
5
Since
2023
Est. fee
AUM / Commission / Flat Fee
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DH

Dylan H Pardo

New Jersey·CRD #8107510
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
DI

Dylan Isaac Branson

Maryland·CRD #7401206
Dual-registered

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

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

Dylan Jacob Brooks

California·CRD #6544755
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
7 yrs
States
2
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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DJ

Dylan Jacob Ibarra

Tennessee·CRD #7766116
Dual-registered

Dual-registered at THE BURNEY COMPANY

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
Minimum
$750k
View profile
DJ

Dylan Jagger Auriemma

California·CRD #8103252
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Dylan James Brandon

Pennsylvania·CRD #6973025
Dual-registered

Dual-registered at ASSETMARK, INC.

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

Dylan James Browning

California·CRD #6738683
IA Rep

Investment Adviser Rep at BROWNING CAPITAL MANAGEMENT LLC

Experience
9 yrs
States
2
Exams
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
DJ

Dylan James Holborn-Welsh

California·CRD #6924270
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Dylan James Lindsay

California·CRD #7543942
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DJ

Dylan James Lisitza

Minnesota·CRD #8104883
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

Dylan James Maccallum

Georgia·CRD #8108551
Dual-registered

Dual-registered at EPG WEALTH MANAGEMENT LLC

Experience
1 yrs
States
2
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
DJ

Dylan James Macdonald

California·CRD #6776979
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
9 yrs
States
2
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
DJ

Dylan James Ronn

Minnesota·CRD #6966724
Dual-registered

Dual-registered at GREATER MIDWEST FINANCIAL GROUP, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Flat Fee
View profile
DJ

Dylan James Thomas

Oregon·CRD #7851687
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
2 yrs
States
2
Exams
5
Since
2024
Fee
AUM / Other
View profile
DJ

Dylan J Burnheter

New Jersey·CRD #7193870
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
DJ

Dylan J Campbell

New York·CRD #6396380
Dual-registered

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

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

Dylan J Droegemueller

North Dakota·CRD #7721567
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Flat Fee
View profile
DJ

Dylan J Massey

California·CRD #8087764
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Dylan Joseph Guerrera

New York·CRD #7947974
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

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

Dylan Joseph Kautz

Nebraska·CRD #8313576
IA Rep

Investment Adviser Rep at MCMILL CPA AND ADVISORS

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
DJ

Dylan Joseph Stoller

New York·CRD #7558670
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / 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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