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 Ross Taitz

New York·CRD #1157988
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
1
Exams
4
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ER

Eric R Schaller

Ohio·CRD #7350817
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
ER

Eric R Stein

Ohio·CRD #4334401
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
1
Exams
7
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ER

Eric Ruben Porath

Minnesota·CRD #3169843
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ER

Eric Russell Cordes

Florida·CRD #6142897
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
ER

Eric Russell Witte

Texas·CRD #2192866
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
34 yrs
States
1
Exams
3
Since
1992
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
ER

Eric R Vincent

Kansas·CRD #7369544
Dual-registered

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

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

Eric Ryan Fuhrman

Pennsylvania·CRD #4437818
Dual-registered

Dual-registered at KEY FINANCIAL, INC.

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Commission / Flat Fee / Other
Minimum
$500k
View profile
ER

Eric Ryan Schneider

Colorado·CRD #6426471
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
10 yrs
States
3
Exams
4
Since
2016
Est. fee
AUM / Flat Fee
View profile
ES

Eric Saenz

New Jersey·CRD #6029094
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
ES

Eric Sagadin

California·CRD #6431290
Dual-registered

Dual-registered at LIDO

Experience
10 yrs
States
5
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
ES

Eric Samuel Wilson

Georgia·CRD #2609064
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
31 yrs
States
2
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
ES

Eric Samuel Womeldorf

Ohio·CRD #4722816
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
ES

Eric Schmidt

New York·CRD #5941429
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
ES

Eric Schwartz

New Jersey·CRD #4587072
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
ES

Eric Schwartz

California·CRD #7499941
Dual-registered

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

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

Eric Scott Anderson

New York·CRD #6106867
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Eric Scott Block

New York·CRD #1510791
Dual-registered

Dual-registered at CIRCLE ADVISERS INC

Experience
5 yrs
States
1
Exams
2
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
ES

Eric Scott Cox

South Carolina·CRD #2360876
Dual-registered

Dual-registered at HEADLAND CAPITAL

Experience
33 yrs
States
1
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
ES

Eric Scott Dorman

Pennsylvania·CRD #2192987
Dual-registered

Dual-registered at ONEASCENT FINANCIAL SERVICES LLC

Experience
35 yrs
States
1
Exams
6
Since
1991
Est. fee
AUM / Hourly / Flat Fee
View profile
ES

Eric Scott Franklin

North Carolina·CRD #4330425
Dual-registered

Dual-registered at ALLEN WEALTH MANAGEMENT, LLC

Experience
25 yrs
States
1
Exams
5
Since
2001
Est. fee
AUM / Hourly
Minimum
$500k
View profile
ES

Eric Scott Glasband

Florida·CRD #4289496
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Flat Fee
View profile
ES

Eric Scott Goodman

New York·CRD #4012831
Dual-registered

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

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
ES

Eric Scott Hager

California·CRD #3231970
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / 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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