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+)
ER

Eric R Cortez

California·CRD #2545829
Dual-registered

Dual-registered at VERUS CAPITAL PARTNERS, LLC

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
ER

Eric Reed Sandvig

Montana·CRD #7371757
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
ER

Eric Richard Ebisch

New Jersey·CRD #8261939
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Eric Richard Katzman

Florida·CRD #2300355
Dual-registered

Dual-registered at ROCKINGSTONE ADVISORS

Experience
8 yrs
States
4
Exams
4
Since
2018
Est. fee
AUM
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ER

Eric Richard Nirenberg

New York·CRD #2757873
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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ER

Eric Richard Steel

Indiana·CRD #5798472
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
16 yrs
States
2
Exams
8
Since
2010
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
ER

Eric Richard Strean

Tennessee·CRD #6865657
Dual-registered

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

Experience
8 yrs
States
1
Exams
5
Since
2018
Fee
AUM / Other
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ER

Eric Ridley

Arizona·CRD #7961902
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
2 yrs
States
2
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
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ER

Eric R Macvittie

Colorado·CRD #5525059
Dual-registered

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

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

Eric R Martzahl

Michigan·CRD #6369821
Dual-registered

Dual-registered at NICOLET WEALTH MANAGEMENT

Experience
12 yrs
States
3
Exams
3
Since
2014
Est. fee
AUM
View profile
ER

Eric Robert Burkhardt

Washington·CRD #6041261
IA Rep

Investment Adviser Rep at ASSETMARK, INC.

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

Eric Robert Dean

Texas·CRD #6727781
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
ER

Eric Robert Geyer

Florida·CRD #5691141
Dual-registered

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

Experience
10 yrs
States
2
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
ER

Eric Robert Jacobsen

Illinois·CRD #7292888
IA Rep

Investment Adviser Rep at CHICAGO INVESTMENT ADVISORY GROUP

Experience
6 yrs
States
2
Exams
2
Since
2020
Est. fee
AUM
View profile
ER

Eric Robert Ludvigsen

California·CRD #5468399
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ER

Eric Robert Poole

Kentucky·CRD #6267134
Dual-registered

Dual-registered at KPP ADVISORY SERVICES LLC

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
ER

Eric Robert Staab

Idaho·CRD #6092440
Dual-registered

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

Experience
14 yrs
States
2
Exams
6
Since
2012
Fee
AUM / Other
View profile
ER

Eric Robert Stencel

Illinois·CRD #7369565
Dual-registered

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

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
ER

Eric Rodriguez

Missouri·CRD #4799628
Dual-registered

Dual-registered at CORE PLANNING

Experience
1 yrs
States
2
Exams
4
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
ER

Eric Rogers Gaddy

South Carolina·CRD #2338947
Dual-registered

Dual-registered at ALPHASTAR CAPITAL MANAGEMENT

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

Eric Romulo Rama

Texas·CRD #7182085
IA Rep

Investment Adviser Rep at STAFFORD CAPITAL PARTNERS INC.

Experience
7 yrs
States
1
Since
2019
Est. fee
AUM / Performance-based
Minimum
$25.0M
View profile
ER

Eric Ronald Traczyk

Kansas·CRD #5779348
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

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

Eric Ronald Wylie

Texas·CRD #2703968
Dual-registered

Dual-registered at WATERLOO CAPITAL

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$1.0M
View profile
ER

Eric Ross Susi

Ohio·CRD #2186630
IA Rep

Investment Adviser Rep at STRATOS WEALTH ADVISORS LLC

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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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