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+)
ET

Eric Thorson Cheyne

Connecticut·CRD #2931953
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
6
Exams
6
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ET

Eric Tin Chen

California·CRD #4871560
Dual-registered

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

Experience
21 yrs
States
2
Exams
6
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
ET

Eric Tingwoei Lai

California·CRD #4726336
IA Rep

Investment Adviser Rep at ARCHVEST WEALTH ADVISORS, INC.

Experience
23 yrs
States
2
Exams
1
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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ET

Eric Todd Bilitz

Alabama·CRD #2214828
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
32 yrs
States
3
Exams
4
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
ET

Eric Todd Criswell

Louisiana·CRD #7439621
Dual-registered

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

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

Eric Todd Lanshe

Pennsylvania·CRD #2619283
Dual-registered

Dual-registered at CW ADVISORS, LLC

Experience
27 yrs
States
1
Exams
7
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
ET

Eric T Ruden

Nebraska·CRD #6962649
Dual-registered

Dual-registered at IRONVINE CAPITAL PARTNERS, LLC

Experience
5 yrs
States
1
Exams
6
Since
2021
Est. fee
AUM
Minimum
$250k
View profile
ET

Eric Tyson Bailey

Arizona·CRD #4815484
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
EV

Eric Van Le

North Carolina·CRD #7655061
Dual-registered

Dual-registered at PROSPERITY - AN EISNERAMPER COMPANY

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee
View profile
EV

Eric Vaughn Craven

South Carolina·CRD #4428670
Dual-registered

Dual-registered at ALPHASTAR CAPITAL MANAGEMENT

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
EV

Eric V Bennett

Minnesota·CRD #6451162
Dual-registered

Dual-registered at ADVISORNET WEALTH PARTNERS

Experience
9 yrs
States
1
Exams
4
Since
2017
Fee
AUM / Hourly / Flat Fee / Other
View profile
EV

Eric Veve

Colorado·CRD #5725249
Dual-registered

Dual-registered at COHESION WEALTH MANAGEMENT, LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
EV

Eric Vincent Schmid

California·CRD #6761692
IA Rep

Investment Adviser Rep at TED BUCHAN & COMPANY

Experience
9 yrs
States
1
Since
2017
Fee
AUM / Flat Fee
View profile
EV

Eric Vincent Young

Connecticut·CRD #4886419
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
14 yrs
States
1
Exams
1
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EV

Eric V. Maxwell

Louisiana·CRD #5990050
IA Rep

Investment Adviser Rep at EAGLE CAPITAL MANAGEMENT, LLC

Experience
15 yrs
States
2
Exams
1
Since
2011
Fee
AUM
View profile
EW

Eric Walter Dobrzynski

Arizona·CRD #5476791
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
17 yrs
States
1
Exams
4
Since
2009
Fee
AUM
View profile
EW

Eric W Anderson

Texas·CRD #2447440
Dual-registered

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

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
EW

Eric Warren Baumbach

New York·CRD #2952712
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Eric Warren Katauskas

Florida·CRD #3131698
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
3
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EW

Eric Wayne Heishman

Delaware·CRD #5294722
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
18 yrs
States
1
Exams
5
Since
2008
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
EW

Eric Wayne Muchmore

New Jersey·CRD #4506873
Dual-registered

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

Experience
24 yrs
States
3
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
EW

Eric Wayne Seiferth

Pennsylvania·CRD #4567848
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Eric Wellington Deems

Michigan·CRD #6065282
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Eric Wesley Weitz

California·CRD #2480233
Dual-registered

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

Experience
25 yrs
States
2
Exams
5
Since
2001
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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