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+)
ED

Elise Deyon Morales

Texas·CRD #6327776
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Elise Heinemeyer

Pennsylvania·CRD #6736804
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Elise Jordan Hoffmann

District Of Columbia·CRD #2688094
Dual-registered

Dual-registered at MARSHFIELD ASSOCIATES

Experience
29 yrs
States
5
Exams
2
Since
1997
Est. fee
AUM / Performance-based
Minimum
$1.0M
View profile
EM

Elise Mallory Henderson

Texas·CRD #7984217
IA Rep

Investment Adviser Rep at CX INSTITUTIONAL, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$5k
View profile
EM

Elise Marie Levy

Nevada·CRD #7424847
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
EM

Elise Michele Weinstein

Maryland·CRD #5816897
IA Rep

Investment Adviser Rep at ALPHACORE CAPITAL LLC

Experience
9 yrs
States
1
Since
2017
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
EM

Elise M Johnston

New York·CRD #8258115
IA Rep

Investment Adviser Rep at BBR PARTNERS, LLC

States
1
Since
2026
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50.0M
View profile
EF

Eliseo Fuentes

Massachusetts·CRD #7796857
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
1
Exams
5
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
EL

Eliseo Lopezornelas

California·CRD #7357210
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
ER

Elise Roby Yanders

Pennsylvania·CRD #1198882
Dual-registered

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

Experience
43 yrs
States
2
Exams
4
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
ED

Elisha Danielle Agarwal

Virginia·CRD #6316144
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
6
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ED

Elisha Diane Friess

Kansas·CRD #8008057
IA Rep

Investment Adviser Rep at UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25k
View profile
EK

Elisha Kes

California·CRD #5921398
IA Rep

Investment Adviser Rep at LEGACY WEALTH ADVISORS, LLC

Experience
5 yrs
States
2
Exams
1
Since
2021
Est. fee
AUM / Flat Fee
View profile
ET

Elisha Torrell Freeman

North Carolina·CRD #7667696
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
EW

Elisha Weiss

New York·CRD #4785230
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
EA

Elissa Ann Lovell

Florida·CRD #5120335
Dual-registered

Dual-registered at RANCH CAPITAL ADVISORS INC.

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
ED

Elissa D Chawdhry

Colorado·CRD #7351760
Dual-registered

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

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
EK

Elissa Keturah Rene Willis

Michigan·CRD #7934020
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
EL

Elissa Louise Beimal

Wisconsin·CRD #5566316
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
EM

Elissa Marie Larson

Minnesota·CRD #5745515
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM / Hourly / Flat Fee / Other
View profile
ER

Elissa Raye Levy

New York·CRD #7721434
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ES

Elissa Slavin

Connecticut·CRD #5919275
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
ET

Eli Thomas Smith

Indiana·CRD #7834717
IA Rep

Investment Adviser Rep at CX INSTITUTIONAL, LLC

Experience
1 yrs
States
3
Exams
2
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$5k
View profile
EE

Eliyahu Eli Mizrachi

New York·CRD #4476418
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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.

Financial Advisors - Page 1046 | AdvisorFinder