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+)
DJ

Dylan J Ridle

Illinois·CRD #7777858
Dual-registered

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

Experience
3 yrs
States
2
Exams
4
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
DJ

Dylan J. Stewart

Michigan·CRD #7497478
IA Rep

Investment Adviser Rep at MAINSTAY CAPITAL MANAGEMENT, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$200k
View profile
DK

Dylan K Hood

North Carolina·CRD #7177804
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
7 yrs
States
1
Exams
5
Since
2019
Fee
AUM
Minimum
$100k
View profile
DK

Dylan Kluender

New York·CRD #6521417
Dual-registered

Dual-registered at RITHOLTZ WEALTH MANAGEMENT

Experience
10 yrs
States
1
Exams
4
Since
2016
Fee
AUM / Flat Fee
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DK

Dylan Kristopher Combs

Florida·CRD #7543727
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
DL

Dylan Lee Bowman

Arizona·CRD #7586357
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
DL

Dylan Linsky

Florida·CRD #7342865
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
DL

Dylan L Kuhn

Kansas·CRD #7595400
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
DL

Dylan Lowell Malberg

Minnesota·CRD #6297351
IA Rep

Investment Adviser Rep at SECURED RETIREMENT ADVISORS, LLC

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DL

Dylan L Reed

California·CRD #7995919
Dual-registered

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

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

Dylan Matthew Rivera

New York·CRD #7653938
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Dylan Matthew Sanders

Hawaii·CRD #6249474
IA Rep

Investment Adviser Rep at APRIO WEALTH MANAGEMENT, LLC

Experience
1 yrs
States
2
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
DM

Dylan Max Pfeffer

Kentucky·CRD #6085123
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
DM

Dylan M Burling

Massachusetts·CRD #7803254
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

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

Dylan McLaughlin

New Jersey·CRD #7568906
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
DM

Dylan M Cruise

Arizona·CRD #7333014
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Dylan M Haines

Ohio·CRD #7051873
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
DM

Dylan Michael Fisher

Minnesota·CRD #7387514
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly
Minimum
$25k
View profile
DM

Dylan Michael Menge

Michigan·CRD #7934140
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
DM

Dylan Moran

Pennsylvania·CRD #7097683
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
DM

Dylan M. Potter

New York·CRD #7368877
IA Rep

Investment Adviser Rep at HOWE AND RUSLING, INC.

Experience
5 yrs
States
1
Since
2021
Fee
AUM / Flat Fee
Minimum
$500k
View profile
DP

Dylan Paskell

Alabama·CRD #7955298
IA Rep

Investment Adviser Rep at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Experience
2 yrs
States
6
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
DP

Dylan Patrick Carr

South Carolina·CRD #7970168
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

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

Dylan Patrick Dennery

Texas·CRD #8206341
Dual-registered

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

States
1
Exams
3
Since
2026
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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