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

Elizabeth Lobaccaro

New York·CRD #7067817
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EL

Elizabeth Lopusniak Welshman

Rhode Island·CRD #5917699
Dual-registered

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

Experience
15 yrs
States
2
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
EL

Elizabeth Loretta Teifer

Connecticut·CRD #6009776
Dual-registered

Dual-registered at HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM
Minimum
$50k
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EL

Elizabeth Louisa Hancock

California·CRD #7221056
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
EL

Elizabeth Louise Flores

California·CRD #4617040
IA Rep

Investment Adviser Rep at LEGACY WEALTH ADVISORS, LLC

Experience
23 yrs
States
1
Exams
1
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
EL

Elizabeth Louise Greak

Connecticut·CRD #2460664
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
2
Exams
7
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EL

Elizabeth Louise Johnston

California·CRD #6180993
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
View profile
EL

Elizabeth Louise Knutson

California·CRD #1529853
Dual-registered

Dual-registered at FELTL ADVISORS

Experience
39 yrs
States
2
Exams
6
Since
1987
Est. fee
AUM / Flat Fee / Other
Minimum
$25k
View profile
EL

Elizabeth Lucille Musto

Texas·CRD #7939653
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Performance-based
Minimum
$250k
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EL

Elizabeth Lyerly Brasher

Alabama·CRD #7196477
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
EL

Elizabeth Lynn Ariazi

Massachusetts·CRD #5602541
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
EL

Elizabeth Lynn Hawkins

California·CRD #4303484
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EM

Elizabeth Mack Van Vleet

Oregon·CRD #7333244
IA Rep

Investment Adviser Rep at TENBRIDGE PARTNERS LLC

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

Elizabeth Madayag Cacanindin

California·CRD #7425187
IA Rep

Investment Adviser Rep at COPPELL ADVISORY SOLUTIONS LLC

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
EM

Elizabeth Mae Schiavone

Connecticut·CRD #4782099
Dual-registered

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

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
EM

Elizabeth Mallory Clemens

South Carolina·CRD #6529260
Dual-registered

Dual-registered at RETIREMENT PLAN ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
EM

Elizabeth Manning Smith

Pennsylvania·CRD #5579713
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
EM

Elizabeth Marchal Green

Ohio·CRD #1681036
Dual-registered

Dual-registered at FOSTER & MOTLEY INC

Experience
23 yrs
States
1
Exams
1
Since
2003
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
EM

Elizabeth Margaret Shanley

Connecticut·CRD #4759335
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
View profile
EM

Elizabeth Margaret Wedward

Wisconsin·CRD #2314989
Dual-registered

Dual-registered at JOHNSON WEALTH INC.

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM / Flat Fee
View profile
EM

Elizabeth Marie Buckly

California·CRD #5321388
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Flat Fee
View profile
EM

Elizabeth Marie Donaldson

Delaware·CRD #6445616
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
EM

Elizabeth Marie Fox

Wisconsin·CRD #6115509
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
EM

Elizabeth Marie Garabedian

Connecticut·CRD #2395622
Dual-registered

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

Experience
33 yrs
States
3
Exams
7
Since
1993
Est. fee
AUM / Commission / 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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