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+)
EL

Edgard Laguna

California·CRD #7124779
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
EE

Edgardo E Contreras

District Of Columbia·CRD #5516315
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
EE

Edgardo Enrique Medina Perez

Florida·CRD #6852360
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
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EJ

Edgardo Javier Devariel

Colorado·CRD #6783988
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Flat Fee
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EL

Edgardo Leonel Oliveros Chavez

Texas·CRD #8020576
Dual-registered

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

Experience
1 yrs
States
2
Exams
5
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
ES

Edgardo Santiago

New York·CRD #4420811
Dual-registered

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

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Edgar Eduardo Delgado Garza

Texas·CRD #7161659
Dual-registered

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

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
EF

Edgar Flores

California·CRD #8048435
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
EH

Edgar Higareda

California·CRD #8245811
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
EJ

Edgar J Escobar

Texas·CRD #8036267
Dual-registered

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

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

Edgar Joel Villalta

Texas·CRD #8003375
Dual-registered

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

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

Edgar Lee

New Jersey·CRD #5116383
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
EL

Edgar Lee Allison III

Florida·CRD #1054676
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
44 yrs
States
7
Exams
6
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EL

Edgar Lesser

Texas·CRD #7657223
Dual-registered

Dual-registered at MONEX ASSET MANAGEMENT, INC.

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$300k
View profile
EM

Edgar Marvin Hawkins III

Connecticut·CRD #2837427
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
EM

Edgar Millan Miro Garcia

Puerto Rico·CRD #2506523
Dual-registered

Dual-registered at POPULAR SECURITIES, LLC

Experience
31 yrs
States
1
Exams
4
Since
1995
Est. fee
AUM / Other
Minimum
$50k
View profile
EM

Edgar Miller Baber Jr

Texas·CRD #2100398
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
36 yrs
States
2
Exams
5
Since
1990
Est. fee
AUM / Hourly / Flat Fee
View profile
EN

Edgar Nmn Perez

New Jersey·CRD #2151600
Dual-registered

Dual-registered at PINNACLE ASSOCIATES, LTD.

Experience
24 yrs
States
2
Exams
2
Since
2002
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
EO

Edgar Ochoa Benitez

Florida·CRD #7934299
IA Rep

Investment Adviser Rep at IP FINANCIAL ADVISORY SERVICES LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
EP

Edgar Parsons Roberts Jr

North Carolina·CRD #1333119
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
41 yrs
States
1
Exams
5
Since
1985
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
EP

Edgar Pascua Pineda

New York·CRD #2355484
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
EP

Edgar Perez

California·CRD #7215248
Dual-registered

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

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
ER

Edgar Rosas

New Jersey·CRD #6108749
Dual-registered

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

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
EV

Edgar Vivian Guerrero

Texas·CRD #7709529
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
3 yrs
States
1
Exams
5
Since
2023
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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