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+)
EJ

Eric J Dunay

Colorado·CRD #6533696
Dual-registered

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

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Eric Jean Overvig

Minnesota·CRD #1435223
Dual-registered

Dual-registered at FELTL ADVISORS

Experience
36 yrs
States
2
Exams
4
Since
1990
Est. fee
AUM / Flat Fee / Other
Minimum
$25k
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EJ

Eric Jerome Allen

Nebraska·CRD #808930
Dual-registered

Dual-registered at ALLEN CAPITAL GROUP, LLC

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$200k
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EJ

Eric J Gaisford

Missouri·CRD #4950951
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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EJ

Eric J Goldberg

New Jersey·CRD #6179463
Dual-registered

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

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
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EJ

Eric J Hinds

New Jersey·CRD #3078106
Dual-registered

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

Experience
28 yrs
States
2
Exams
6
Since
1998
Est. fee
AUM / Commission / Flat Fee
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EJ

Eric J Hlava

New Jersey·CRD #1898508
Dual-registered

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

Experience
36 yrs
States
2
Exams
7
Since
1990
Est. fee
AUM / Commission / Flat Fee
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EJ

Eric Jhonsa

Arizona·CRD #8209502
IA Rep

Investment Adviser Rep at DUTCH ASSET CORPORATION

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
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EJ

Eric J Melnick

New York·CRD #2388684
Dual-registered

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

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
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EJ

Eric J. Negron

California·CRD #5378359
Dual-registered

Dual-registered at CALTON & ASSOCIATES, INC.

Experience
19 yrs
States
4
Exams
5
Since
2007
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based
Minimum
$50k
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EJ

Eric Joel Agrimson

Minnesota·CRD #7979764
Dual-registered

Dual-registered at CEDRUS WEALTH GROUP

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM
Minimum
$2k
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EJ

Eric John Breitenbach Jr

Florida·CRD #5383894
Dual-registered

Dual-registered at ONE + ONE WEALTH MANAGEMENT, LLC

Experience
6 yrs
States
1
Exams
6
Since
2020
Est. fee
AUM
View profile
EJ

Eric John Dade

North Carolina·CRD #4661434
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
23 yrs
States
1
Exams
6
Since
2003
Est. fee
AUM / Other
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EJ

Eric John Grasse

Michigan·CRD #4938899
IA Rep

Investment Adviser Rep at DILLON & ASSOCIATES INC

Experience
16 yrs
States
2
Exams
1
Since
2010
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
EJ

Eric John Hamel

California·CRD #4818012
Dual-registered

Dual-registered at ONE CAPITAL MANAGEMENT, LLC

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
View profile
EJ

Eric John Hutchens

Minnesota·CRD #4207178
Dual-registered

Dual-registered at ALLODIUM INVESTMENT CONSULTANTS, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
EJ

Eric John Jackson

Rhode Island·CRD #4241793
Dual-registered

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

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Eric John McDowell

Pennsylvania·CRD #2131441
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
35 yrs
States
1
Exams
5
Since
1991
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
EJ

Eric John Putney

New Hampshire·CRD #4410867
Dual-registered

Dual-registered at ELDRIDGE INVESTMENT ADVISORS INC

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM
Minimum
$25k
View profile
EJ

Eric John Reinhold

Florida·CRD #2384288
Dual-registered

Dual-registered at EVERSOURCE WEALTH ADVISORS, LLC

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
EJ

Eric John Trousil

Wisconsin·CRD #5245595
Dual-registered

Dual-registered at JOHNSON WEALTH INC.

Experience
9 yrs
States
1
Exams
2
Since
2017
Est. fee
AUM / Flat Fee
View profile
EJ

Eric John Zebrauskas

Indiana·CRD #4391319
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
25 yrs
States
1
Exams
6
Since
2001
Fee
AUM / Hourly / Flat Fee / Other
View profile
EJ

Eric John Zipfel

Texas·CRD #3204894
Dual-registered

Dual-registered at RITHOLTZ WEALTH MANAGEMENT

Experience
26 yrs
States
1
Exams
4
Since
2000
Fee
AUM / Flat Fee
View profile
EJ

Eric Jonathan Korzyniowski

Florida·CRD #4042558
Dual-registered

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

Experience
26 yrs
States
2
Exams
4
Since
2000
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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