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

Emily Dreas

Connecticut·CRD #4224278
Dual-registered

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

Experience
15 yrs
States
3
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
ED

Emily Dunkelberger Cunniff

District Of Columbia·CRD #2394824
Dual-registered

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

Experience
15 yrs
States
3
Exams
4
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Emily E Gardner

Texas·CRD #7031403
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
EE

Emily Eisenhauer Freling

Texas·CRD #6273936
Dual-registered

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

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
EE

Emily Elissa Welch

Texas·CRD #6177711
Dual-registered

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

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Emily Elizabeth Bolick

Arizona·CRD #6225467
IA Rep

Investment Adviser Rep at TFO FAMILY OFFICE PARTNERS

Experience
13 yrs
States
2
Exams
1
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EE

Emily Elizabeth Glick

New York·CRD #6901421
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
View profile
EE

Emily Elizabeth Haan

Minnesota·CRD #8101659
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
EE

Emily Elizabeth Jean Gleiss

Minnesota·CRD #6921744
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Flat Fee
View profile
EE

Emily Elizabeth Muhvich

New York·CRD #6374552
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
EE

Emily Elizabeth Schiltz

Illinois·CRD #7436134
Dual-registered

Dual-registered at ASSOCIATED INVESTMENT SERVICES, INC.

Experience
4 yrs
States
6
Exams
3
Since
2022
Fee
AUM
View profile
EE

Emily Elizabeth Stover

New York·CRD #7331728
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EE

Emily Estelle Persyn

Texas·CRD #5307969
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
EE

Emily Ewing Harris

North Carolina·CRD #4429598
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
21 yrs
States
1
Exams
7
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
EF

Emily Faulkner

South Carolina·CRD #7126408
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EF

Emily Figueroa

Illinois·CRD #6813563
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
EF

Emily Ford

New York·CRD #6997520
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

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

Emily Freese Maunz

New York·CRD #7397649
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Emily G Graham

Oklahoma·CRD #2682069
Dual-registered

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

Experience
31 yrs
States
2
Exams
5
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
EG

Emily Grace Scott

Alabama·CRD #7254375
Dual-registered

Dual-registered at CORE PLANNING

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

Emily Grego

Texas·CRD #8218027
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
EH

Emily Harral Mann

North Carolina·CRD #7910244
Dual-registered

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

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

Emily Hoffman

New Hampshire·CRD #8009898
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
EH

Emily Hopkins

California·CRD #5569565
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
17 yrs
States
1
Exams
4
Since
2009
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.

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