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

Emilio Stephen Montina

California·CRD #6732744
Dual-registered

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

Experience
8 yrs
States
4
Exams
6
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
EU

Emilio Urbina

N/A·CRD #8024573
Dual-registered

Dual-registered at ALTERNA WEALTH MANAGEMENT, INC.

Experience
1 yrs
Exams
3
Since
2025
Est. fee
AUM
Minimum
$250k
View profile
EI

Emil Ivaylov Georgiev

California·CRD #7511178
IA Rep

Investment Adviser Rep at COMPOSITION WEALTH, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
EJ

Emil J Brost Jr.

South Carolina·CRD #7803280
IA Rep

Investment Adviser Rep at MADISON AVENUE SECURITIES, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
EK

Emil Kazma Hemsey

New Jersey·CRD #4309081
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
15 yrs
States
2
Exams
4
Since
2011
Fee
AUM
View profile
EM

Emil Musgrove

Colorado·CRD #4264220
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
26 yrs
States
2
Exams
8
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
ER

Emil Ray Smith

Oregon·CRD #7590179
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Emil Silvester Rufolo

New Jersey·CRD #4415272
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
EA

Emily A Claussen

Kansas·CRD #6816411
Dual-registered

Dual-registered at KEATING FINANCIAL ADVISORY SERVICES

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
EA

Emily A Fennell

Maryland·CRD #7400084
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Emily A Fluke

Massachusetts·CRD #6363269
Dual-registered

Dual-registered at SANDY COVE ADVISORS, LLC

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
EA

Emily A Gomez

Florida·CRD #6809503
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
EA

Emily Alferd

California·CRD #7073455
Dual-registered

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

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

Emily Amanda Weed

Texas·CRD #6682778
Dual-registered

Dual-registered at EMERALD ADVISORS, LLC

Experience
10 yrs
States
3
Exams
4
Since
2016
Est. fee
AUM / Flat Fee
View profile
EA

Emily Anh-Thu Tran

California·CRD #6503329
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
EA

Emily Ann Aepelbacher

Arizona·CRD #6459205
IA Rep

Investment Adviser Rep at TFO FAMILY OFFICE PARTNERS

Experience
11 yrs
States
2
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EA

Emily Anna Johnson

South Carolina·CRD #4547947
Dual-registered

Dual-registered at LAZARI CAPITAL MANAGEMENT, INC.

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$250k
View profile
EA

Emily Ann Aley

Oregon·CRD #4879402
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
20 yrs
States
3
Exams
3
Since
2006
Est. fee
AUM / Flat Fee
View profile
EA

Emily Ann Drake

Ohio·CRD #1369282
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EA

Emily Anne Deconcini

Ohio·CRD #7247365
IA Rep

Investment Adviser Rep at IP FINANCIAL ADVISORY SERVICES LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
EA

Emily Ann Einwalter

Minnesota·CRD #4742109
Dual-registered

Dual-registered at THE ADVOCATE GROUP, LLC

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

Emily Anne Sekulic

California·CRD #6739087
Dual-registered

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

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

Emily Ann Fiabane

New Jersey·CRD #5070831
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EA

Emily Ann Guglielmo

Illinois·CRD #6833542
Dual-registered

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

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

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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 1067 | AdvisorFinder