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+)
EB

Elizabeth Boston Edwards

Alabama·CRD #6506570
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
11 yrs
States
5
Exams
3
Since
2015
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
EB

Elizabeth Botti

New York·CRD #7291968
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
States
3
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
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EB

Elizabeth Brennen

Maryland·CRD #1678369
Dual-registered

Dual-registered at A.G. CAMPBELL ADVISORY, LLC

Experience
33 yrs
States
1
Exams
9
Since
1993
Est. fee
AUM / Hourly
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EB

Elizabeth Bridget Graham

Pennsylvania·CRD #4347616
IA Rep

Investment Adviser Rep at RIGGS ASSET MANAGEMENT CO INC

Experience
13 yrs
States
1
Exams
1
Since
2013
Est. fee
AUM / Hourly / Flat Fee
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EB

Elizabeth Broadway

North Carolina·CRD #6144853
Dual-registered

Dual-registered at PROSPERITY - AN EISNERAMPER COMPANY

Experience
13 yrs
States
2
Exams
3
Since
2013
Fee
AUM / Hourly / Flat Fee
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EB

Elizabeth Brooks Ingriselli

Connecticut·CRD #5748392
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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EB

Elizabeth Bruer

Colorado·CRD #7662226
IA Rep

Investment Adviser Rep at SMITH BRUER

Experience
3 yrs
States
3
Exams
1
Since
2023
Fee
AUM
Minimum
$1.0M
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EB

Elizabeth Brumbaugh

New Jersey·CRD #2531154
Dual-registered

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

Experience
26 yrs
States
2
Exams
6
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
EB

Elizabeth Bruner Norman

Indiana·CRD #2947345
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
24 yrs
States
3
Exams
3
Since
2002
Est. fee
AUM / Flat Fee
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EC

Elizabeth Calzolari

Colorado·CRD #7654951
Dual-registered

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

Experience
1 yrs
States
2
Exams
4
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elizabeth Cameron Rogers

Massachusetts·CRD #5840394
Dual-registered

Dual-registered at ANGELES WEALTH MANAGEMENT, LLC

Experience
15 yrs
States
3
Exams
4
Since
2011
Est. fee
AUM / Performance-based
Minimum
$5.0M
View profile
EC

Elizabeth Carey

Connecticut·CRD #5355244
Dual-registered

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

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elizabeth Carol Praeger

Texas·CRD #3158452
Dual-registered

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

Experience
21 yrs
States
2
Exams
7
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elizabeth Catharine Cremin

Minnesota·CRD #4725417
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Flat Fee
View profile
EC

Elizabeth C Bertelsen

Florida·CRD #2253105
Dual-registered

Dual-registered at ACCURATE WEALTH MANAGEMENT, LLC

Experience
32 yrs
States
2
Exams
4
Since
1994
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
EC

Elizabeth C Couturier

South Carolina·CRD #4920945
Dual-registered

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

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elizabeth Chandler

Illinois·CRD #7993181
Dual-registered

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

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

Elizabeth Chantal Erickson

Massachusetts·CRD #2039415
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
EC

Elizabeth Chloe Wohlforth

California·CRD #5167606
IA Rep

Investment Adviser Rep at ANGELES WEALTH MANAGEMENT, LLC

Experience
1 yrs
States
3
Since
2025
Est. fee
AUM / Performance-based
Minimum
$5.0M
View profile
EC

Elizabeth Christian Donihue

California·CRD #8122756
IA Rep

Investment Adviser Rep at COPPELL ADVISORY SOLUTIONS LLC

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

Elizabeth Christine Parks

Kansas·CRD #7181805
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
4
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EC

Elizabeth Christine Stromberg

Minnesota·CRD #2599977
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Flat Fee
View profile
EC

Elizabeth Clark Armitage

Ohio·CRD #1293421
Dual-registered

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

Experience
42 yrs
States
2
Exams
6
Since
1984
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elizabeth Clark Francis

California·CRD #8083501
IA Rep

Investment Adviser Rep at SANTA BARBARA MANAGEMENT

Experience
1 yrs
States
3
Exams
1
Since
2025
Est. fee
AUM / Flat Fee / Other
Minimum
$100.0M
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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