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

Eric Manuel Velazquez

California·CRD #7369539
Dual-registered

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

Experience
5 yrs
States
2
Exams
6
Since
2021
Est. fee
AUM / Commission / Flat Fee
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EM

Eric Marc Lans

Michigan·CRD #4511105
IA Rep

Investment Adviser Rep at THE RETIREMENT PLANNING GROUP, LLC

Experience
15 yrs
States
2
Exams
1
Since
2011
Est. fee
AUM / Flat Fee
View profile
EM

Eric Mark Johnson

Connecticut·CRD #1022780
Dual-registered

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

Experience
45 yrs
States
3
Exams
5
Since
1981
Est. fee
AUM / Commission / Flat Fee
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EM

Eric Markowitz

Pennsylvania·CRD #2214775
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
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EM

Eric Marlon Johnson

California·CRD #1277875
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
38 yrs
States
2
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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EM

Eric Marshall Walton

Colorado·CRD #4415201
Dual-registered

Dual-registered at WESTWIND CAPITAL

Experience
23 yrs
States
3
Exams
2
Since
2003
Est. fee
AUM
Minimum
$100k
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EM

Eric Martin Coressel

California·CRD #5825576
Dual-registered

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

Experience
16 yrs
States
2
Exams
7
Since
2010
Est. fee
AUM / Commission / Flat Fee
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EM

Eric Martinez

Pennsylvania·CRD #7801835
IA Rep

Investment Adviser Rep at SEI INVESTMENTS MANAGEMENT CORP

Experience
3 yrs
States
1
Exams
2
Since
2023
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
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EM

Eric Mason Burns

California·CRD #5975298
Dual-registered

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

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Commission / Flat Fee
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EM

Eric Mason Owens

Texas·CRD #6896922
Dual-registered

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

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
EM

Eric Matthew Allbin

California·CRD #4552856
Dual-registered

Dual-registered at SEVEN POST INVESTMENT OFFICE LP

Experience
19 yrs
States
1
Exams
2
Since
2007
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50.0M
View profile
EM

Eric Matthew Aponte

Ohio·CRD #3168246
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
27 yrs
States
1
Exams
8
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
EM

Eric Matthew Cannon

Oklahoma·CRD #3232489
Dual-registered

Dual-registered at CAPITAL ADVISORS, INC.

Experience
27 yrs
States
2
Exams
5
Since
1999
Fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
EM

Eric Matthew Gerster

California·CRD #6453485
IA Rep

Investment Adviser Rep at ALPHACORE CAPITAL LLC

Experience
11 yrs
States
5
Since
2015
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
EM

Eric Matthew Halpern

New York·CRD #4807159
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
EM

Eric Matthew Nahat

Michigan·CRD #6210859
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

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

Eric Matthews

Georgia·CRD #1987743
Dual-registered

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

Experience
14 yrs
States
4
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
EM

Eric Matthew Schlumbohm

Florida·CRD #5791966
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
EM

Eric Matthew Wilson

Rhode Island·CRD #8010358
Dual-registered

Dual-registered at PROFESSIONAL PLANNING GROUP

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
EM

Eric Maynard Aanes

California·CRD #2309650
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
33 yrs
States
3
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EM

Eric McKinnley Branch

California·CRD #7504937
Dual-registered

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

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

Eric Mercado

New Jersey·CRD #7910242
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
EM

Eric M Esposito

Connecticut·CRD #7791104
Dual-registered

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

Experience
2 yrs
States
3
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
EM

Eric M Felty

Florida·CRD #6158347
Dual-registered

Dual-registered at EQUITY ADVISORS OF KENTUCKY INC

Experience
9 yrs
States
2
Exams
5
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$400k
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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