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+)
EA

Edward Alan Boehmer

Ohio·CRD #4615442
Dual-registered

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

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
EA

Edward Alan Lee

Texas·CRD #5849135
Dual-registered

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

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Commission / Flat Fee
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EA

Edward Albert Aiken

Delaware·CRD #2333177
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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EA

Edward Albert Schultz III

Virginia·CRD #1642623
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
39 yrs
States
1
Exams
4
Since
1987
Est. fee
AUM / Flat Fee
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EA

Edward Albert Wardle

New Hampshire·CRD #2251237
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Edward Alexander Crawford

District Of Columbia·CRD #3100637
Dual-registered

Dual-registered at DOUGLASS WINTHROP ADVISORS LLC

Experience
13 yrs
States
1
Exams
2
Since
2013
Est. fee
AUM / Flat Fee / Other
Minimum
$3.0M
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EA

Edward Allan Boll

Florida·CRD #4771992
Dual-registered

Dual-registered at EAB INVESTMENT GROUP, LLC

Experience
18 yrs
States
2
Exams
5
Since
2008
Fee
AUM / Flat Fee
Minimum
$2.0M
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EA

Edward Allen Diaz

California·CRD #4901889
IA Rep

Investment Adviser Rep at IP FINANCIAL ADVISORY SERVICES LLC

Experience
21 yrs
States
5
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
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EA

Edward Allen Humphreys II

Indiana·CRD #2071213
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
22 yrs
States
1
Exams
3
Since
2004
Fee
AUM / Flat Fee / Performance-based
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EA

Edward Allen Smith III

Iowa·CRD #4071649
Dual-registered

Dual-registered at RIA ADVISORY GROUP, LLC

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM
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EA

Edward Allen Stein

Virginia·CRD #2280076
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
32 yrs
States
1
Exams
7
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
EA

Edward Allen Walker

Texas·CRD #1132854
Dual-registered

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

Experience
43 yrs
States
1
Exams
8
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
EA

Edward Allen Zubow

Arizona·CRD #2233925
Dual-registered

Dual-registered at ONWARD ADVISORS LLC

Experience
34 yrs
States
2
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
EA

Edward Aloysius McDonough

Florida·CRD #1701165
Dual-registered

Dual-registered at JACKSON WEALTH MANAGEMENT, LLC

Experience
39 yrs
States
1
Exams
6
Since
1987
Fee
AUM / Hourly
View profile
EA

Edward Anderson Griswold

California·CRD #1854095
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
37 yrs
States
2
Exams
4
Since
1989
Est. fee
AUM / Flat Fee
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EA

Edward Andrew Foley

Texas·CRD #3255375
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
27 yrs
States
1
Exams
6
Since
1999
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
EA

Edward Andrew Gerner

Maryland·CRD #5743365
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
16 yrs
States
1
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EA

Edward Andrew Mora

California·CRD #2424924
Dual-registered

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

Experience
17 yrs
States
1
Exams
7
Since
2009
Fee
AUM / Other
View profile
EA

Edward Anthony Burgio III

New York·CRD #5817397
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
16 yrs
States
1
Exams
3
Since
2010
Fee
AUM / Hourly / Flat Fee / Other
View profile
EA

Edward Anthony O'Keefe

Maryland·CRD #7348585
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
2
Exams
1
Since
2021
Fee
AUM
View profile
EA

Edward Anthony Orell

Georgia·CRD #6655355
IA Rep

Investment Adviser Rep at SOUND INCOME STRATEGIES, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
EA

Edward Anthony Sota

California·CRD #5564807
IA Rep

Investment Adviser Rep at SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

Experience
18 yrs
States
2
Exams
1
Since
2008
Est. fee
AUM / Hourly
Minimum
$100k
View profile
EA

Edward Anthony Trumpbour

Pennsylvania·CRD #1432494
IA Rep

Investment Adviser Rep at VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC

Experience
23 yrs
States
1
Exams
1
Since
2003
Est. fee
AUM
Minimum
$5.0M
View profile
EA

Edward Arthur Skarbeck

Florida·CRD #2686690
IA Rep

Investment Adviser Rep at ALDEBARAN CAPITAL, LLC

Experience
27 yrs
States
3
Exams
1
Since
1999
Est. fee
AUM
Minimum
$100k
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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