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+)
EF

Eric Frank Koselak

Indiana·CRD #2439448
Dual-registered

Dual-registered at KESTREL WEALTH MANAGEMENT, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM
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EF

Eric Franklin Fischer

New Jersey·CRD #1444221
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
2
Exams
5
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EF

Eric Freeman Randolph Jr

Maryland·CRD #2848147
Dual-registered

Dual-registered at STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

Experience
26 yrs
States
3
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$600k
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EF

Eric Friedman

Maryland·CRD #6060060
Dual-registered

Dual-registered at THE BALDWIN GROUP WEALTH ADVISORS, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
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EG

Eric Gadonneix

Texas·CRD #6276718
Dual-registered

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

Experience
7 yrs
States
1
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
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EG

Eric Gallinger

California·CRD #4877731
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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EG

Eric Geoffrey Petersen

Texas·CRD #6244785
Dual-registered

Dual-registered at BELLINGHAM CAPITAL

Experience
13 yrs
States
2
Exams
2
Since
2013
Fee
AUM / Hourly
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EG

Eric George Brillant

California·CRD #4611352
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
23 yrs
States
4
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
EG

Eric George Cook

New York·CRD #6126930
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Flat Fee
View profile
EG

Eric Gerald Caswell

Texas·CRD #4476913
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
24 yrs
States
1
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
EG

Eric Gerard Bertz

Texas·CRD #1439415
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
37 yrs
States
1
Exams
6
Since
1989
Est. fee
AUM / Hourly / Flat Fee
View profile
EG

Eric G Eschenauer

New York·CRD #4027556
Dual-registered

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

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
EG

Eric Ghafar Warasta

Massachusetts·CRD #4823252
Dual-registered

Dual-registered at MOODY, LYNN, LIEBERSON & WALKER, LLC

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM
View profile
EG

Eric Glenn Imley

California·CRD #6482154
Dual-registered

Dual-registered at SOARING INVESTMENT MANAGEMENT, LLC

Experience
11 yrs
States
2
Exams
3
Since
2015
Est. fee
AUM / Hourly
View profile
EG

Eric Goodman

New York·CRD #6174199
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
EG

Eric Gregory Scheinbaum

California·CRD #2517233
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
7
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EG

Eric Guo Chu

California·CRD #6673881
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Eric Haakon Strand

Kentucky·CRD #2963186
Dual-registered

Dual-registered at BALDWIN WEALTH PARTNERS, LLC

Experience
14 yrs
States
3
Exams
4
Since
2012
Est. fee
AUM / Flat Fee / Other
Minimum
$1.0M
View profile
EH

Eric Han

New York·CRD #8126368
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
EH

Eric Hans Yeager

California·CRD #4137867
Dual-registered

Dual-registered at GRADIENT CAPITAL ADVISORS, LLC

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

Erich Anthony Holland

Pennsylvania·CRD #5955462
IA Rep

Investment Adviser Rep at SEI INVESTMENTS MANAGEMENT CORP

Experience
13 yrs
States
1
Exams
1
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile
EH

Eric Harris

Ohio·CRD #1902619
Dual-registered

Dual-registered at MADISON AVENUE SECURITIES, LLC

Experience
37 yrs
States
2
Exams
5
Since
1989
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
EH

Eric Harrison Jostrom

Massachusetts·CRD #262381
IA Rep

Investment Adviser Rep at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

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

Eric Hendrix

California·CRD #6720849
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

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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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