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 Michael Sneider

Massachusetts·CRD #1836085
Dual-registered

Dual-registered at MODERA WEALTH MANAGEMENT, LLC

Experience
23 yrs
States
1
Exams
2
Since
2003
Fee
AUM / Hourly / Flat Fee
View profile
EM

Eric Michael Tobias

Minnesota·CRD #5391636
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
18 yrs
States
1
Exams
5
Since
2008
Fee
AUM / Other
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EM

Eric Michael Weissman

New Jersey·CRD #2264800
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
1
Exams
5
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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EM

Eric Michael Westall

Missouri·CRD #5913544
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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EM

Eric Michael Yudis

California·CRD #1809579
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
38 yrs
States
2
Exams
4
Since
1988
Fee
AUM / Other
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EM

Eric Mitchell Jr

New Jersey·CRD #7060227
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
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EM

Eric Moist

California·CRD #7851166
Dual-registered

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

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
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EM

Eric Mooney

Illinois·CRD #7573220
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
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EM

Eric M Scandurra

New York·CRD #6869718
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Hourly / Flat Fee
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EN

Eric N Burkett Jr

Connecticut·CRD #3101152
Dual-registered

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

Experience
20 yrs
States
4
Exams
6
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
EN

Eric Newman

New Jersey·CRD #2509259
Dual-registered

Dual-registered at DOMINARI SECURITIES LLC

Experience
31 yrs
States
2
Exams
9
Since
1995
Fee
AUM
Minimum
$10.0M
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EN

Eric Nicholas Alvito

New York·CRD #7379579
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
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EN

Eric Nichols

Arizona·CRD #2710703
Dual-registered

Dual-registered at TCFG INVESTMENT ADVISORS, LLC

Experience
29 yrs
States
9
Exams
8
Since
1997
Est. fee
AUM / Hourly
View profile
EN

Eric Nils Sterner

New Jersey·CRD #2621354
Dual-registered

Dual-registered at APOLLON FINANCIAL, LLC

Experience
6 yrs
States
1
Exams
6
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
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EN

Eric Noel Freedgood

New York·CRD #5147973
IA Rep

Investment Adviser Rep at PINNACLE ASSOCIATES, LTD.

Experience
20 yrs
States
2
Exams
1
Since
2006
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
EN

Eric Noel Ortiz

Texas·CRD #8043748
Dual-registered

Dual-registered at CATALYST WEALTH MANAGEMENT LLC

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

Eric N Schoonover

California·CRD #6693182
Dual-registered

Dual-registered at ALTITUDE CAPITAL MANAGEMENT LLC

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

Eric Nyle Jones

Georgia·CRD #1015479
Dual-registered

Dual-registered at CARTER, TERRY & COMPANY, INC.

Experience
45 yrs
States
1
Exams
8
Since
1981
Est. fee
AUM
Minimum
$25k
View profile
EO

Eric Odelle Puckett

California·CRD #6907079
IA Rep

Investment Adviser Rep at PRIVATE WEALTH SOLUTIONS, LLC

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
EO

Eric Oscar Zeltner

Pennsylvania·CRD #6421689
Dual-registered

Dual-registered at CW ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
EP

Eric Patrick Boyum

Idaho·CRD #5415720
Dual-registered

Dual-registered at INSPIRE ADVISORS, LLC

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM
View profile
EP

Eric Patrick Drake

Connecticut·CRD #5239443
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Flat Fee
View profile
EP

Eric Patrick Gies

Connecticut·CRD #2932705
Dual-registered

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

Experience
28 yrs
States
1
Exams
7
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
EP

Eric Paul Abbe

California·CRD #4793512
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
22 yrs
States
2
Exams
4
Since
2004
Fee
AUM / Other
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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