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+)
EM

Elsie M Torres Olmo

Puerto Rico·CRD #4056079
Dual-registered

Dual-registered at POPULAR SECURITIES, LLC

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Other
Minimum
$50k
View profile
ES

Elsio Suengas

Florida·CRD #4512359
Dual-registered

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

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
ET

Elson T Christian

Florida·CRD #4801523
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
22 yrs
States
3
Exams
5
Since
2004
Fee
AUM / Hourly / Flat Fee
View profile
EW

Elspeth Weis

Minnesota·CRD #5646607
Dual-registered

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

Experience
17 yrs
States
4
Exams
7
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
EA

Elton Albert Bueche Jr

Texas·CRD #1045484
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
44 yrs
States
1
Exams
6
Since
1982
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
ED

Elton David Wilcox

Utah·CRD #5067416
Dual-registered

Dual-registered at ELEVATED CAPITAL ADVISORS, LLC

Experience
20 yrs
States
1
Exams
7
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10k
View profile
EL

Elverson Leroy Brown III

North Carolina·CRD #2984120
Dual-registered

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

Experience
27 yrs
States
3
Exams
12
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
EF

Elvia Francesca Macri

Connecticut·CRD #2059517
Dual-registered

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

Experience
19 yrs
States
3
Exams
6
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
EL

Elvie Linwood White IV

North Carolina·CRD #6328396
Dual-registered

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

Experience
11 yrs
States
2
Exams
6
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
EF

Elvin Franceschi

Puerto Rico·CRD #4643710
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
23 yrs
States
1
Exams
2
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
EM

Elvin M Diaz Ozuna

New Jersey·CRD #8229040
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elvira Chaush

New Jersey·CRD #7291468
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
ET

Elvira Taydee Lozoya

Texas·CRD #6942959
Dual-registered

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

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
ER

Elvi R Feliz Laureano

Pennsylvania·CRD #6940387
Dual-registered

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

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
EA

Elvis Amable Rodriguez

Florida·CRD #3129852
Dual-registered

Dual-registered at SKY ALPHA ASSET ADVISORS

Experience
28 yrs
States
2
Exams
6
Since
1998
Est. fee
AUM / Commission
View profile
EH

Elvis Hoxha

Illinois·CRD #6364252
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
EN

Elvis Ndahibeshe

Minnesota·CRD #6438785
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

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

Elvyn M Sanchez

Georgia·CRD #6069817
Dual-registered

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

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
EL

Elwyn Leroy Brown

Georgia·CRD #4493245
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
24 yrs
States
1
Exams
5
Since
2002
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
EL

Elysabeth Laura Dalton

Alabama·CRD #2071009
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
33 yrs
States
18
Exams
5
Since
1993
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
EN

Elyse N Martinez

Colorado·CRD #5726032
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
View profile
EP

Elyssa Polster

Connecticut·CRD #4524022
Dual-registered

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

Experience
24 yrs
States
3
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
EB

Elyssia Beaulieu

Connecticut·CRD #8026202
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Elyssia Catharyn Poland

Connecticut·CRD #3191509
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
27 yrs
States
1
Exams
6
Since
1999
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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