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+)
ES

Edward Steele Bell

Ohio·CRD #2589174
Dual-registered

Dual-registered at CONSOLIDATED FINANCIAL

Experience
25 yrs
States
1
Exams
2
Since
2001
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
ES

Edward Steven Kassab

Pennsylvania·CRD #5907873
Dual-registered

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

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
ES

Edward Straus Loeb

Illinois·CRD #1389692
Dual-registered

Dual-registered at PORT CAPITAL LLC

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM
Minimum
$500k
View profile
ET

Edward Tandy McGlasson

California·CRD #6147711
Dual-registered

Dual-registered at LIGHT CAPITAL LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
ET

Edward Taylor Thomas

Indiana·CRD #6391966
Dual-registered

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

Experience
11 yrs
States
3
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
ET

Edward T Donnelly Jr

Alabama·CRD #4308495
Dual-registered

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

Experience
16 yrs
States
3
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
ET

Edward Tennent Taylor III

New York·CRD #5149522
Dual-registered

Dual-registered at BECK, MACK & OLIVER LLC

Experience
5 yrs
States
2
Exams
3
Since
2021
Fee
AUM / Performance-based
View profile
ET

Edward Theodore Kemm

Florida·CRD #2510325
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ET

Edward Thomas Carpenter

Arizona·CRD #2172969
Dual-registered

Dual-registered at UNION CAPITAL COMPANY

Experience
26 yrs
States
2
Exams
8
Since
2000
Est. fee
AUM / Commission
Minimum
$25k
View profile
ET

Edward Thomas Enstice

New Jersey·CRD #502060
Dual-registered

Dual-registered at REALTA INVESTMENT ADVISORS, INC

Experience
47 yrs
States
1
Exams
6
Since
1979
Est. fee
AUM / Hourly / Flat Fee
View profile
ET

Edward Thomas Holt Jr.

Florida·CRD #5284666
IA Rep

Investment Adviser Rep at GLOBAL TRUST WEALTH MANAGEMENT LLC

Experience
19 yrs
States
1
Exams
1
Since
2007
Est. fee
AUM
Minimum
$500k
View profile
ET

Edward Thomas Moore

Colorado·CRD #4202226
Dual-registered

Dual-registered at FORTIS CAPITAL ADVISORS, LLC

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
ET

Edward Thomas O'Brien

Pennsylvania·CRD #5613088
Dual-registered

Dual-registered at MCADAM LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Flat Fee
View profile
ET

Edward Thomas Stellingwerf

New Jersey·CRD #2577213
Dual-registered

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

Experience
30 yrs
States
3
Exams
6
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
ET

Edward Timothy Turk

Pennsylvania·CRD #2533985
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
31 yrs
States
3
Exams
4
Since
1995
Est. fee
AUM / Flat Fee
View profile
EV

Edward Varona

Florida·CRD #5614292
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
EV

Edward Viar

Massachusetts·CRD #4575998
IA Rep

Investment Adviser Rep at THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.

Experience
24 yrs
States
1
Since
2002
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$500k
View profile
EV

Edward Vincent Barone

Pennsylvania·CRD #4270044
Dual-registered

Dual-registered at KINTRA WEALTH, LLC

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
EV

Edward V Vrona Jr

California·CRD #5945949
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EW

Edward Walter Morrissey

Pennsylvania·CRD #1873249
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
38 yrs
States
1
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EW

Edward Waring Karppi

Virginia·CRD #6305782
IA Rep

Investment Adviser Rep at VERDENCE CAPITAL ADVISORS, LLC

Experience
12 yrs
States
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Edward Wesley Macauley Jr

New Jersey·CRD #2197112
Dual-registered

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

Experience
33 yrs
States
2
Exams
8
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
EW

Edward William Blatz

Connecticut·CRD #1378733
Dual-registered

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

Experience
41 yrs
States
3
Exams
9
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
EW

Edward William Debay

Connecticut·CRD #6150900
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
2
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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