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+)
EW

Eric Whitsett

New Jersey·CRD #2797212
Dual-registered

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

Experience
27 yrs
States
2
Exams
9
Since
1999
Est. fee
AUM / Commission / Flat Fee
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EW

Eric Wilford Bond

California·CRD #2979826
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
1
Exams
7
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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EW

Eric William Anderson

Minnesota·CRD #4439689
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Flat Fee
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EW

Eric William Berls

Illinois·CRD #5010528
Dual-registered

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

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
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EW

Eric William Breemen

Connecticut·CRD #2664150
Dual-registered

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

Experience
31 yrs
States
3
Exams
6
Since
1995
Est. fee
AUM / Commission / Flat Fee
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EW

Eric William Burt

Michigan·CRD #6091026
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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EW

Eric William Davidson

Oregon·CRD #2731195
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
30 yrs
States
3
Exams
7
Since
1996
Est. fee
AUM / Hourly
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EW

Eric William D'Dio

Maryland·CRD #2514494
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

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

Eric William Flynn

Montana·CRD #5640707
IA Rep

Investment Adviser Rep at APRIO WEALTH MANAGEMENT, LLC

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
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EW

Eric William Marquardt

Minnesota·CRD #4184598
IA Rep

Investment Adviser Rep at ROSSJOHNSON & ASSOCIATES, LLC

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission
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EW

Eric William Rhoads

Pennsylvania·CRD #4199027
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
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EW

Eric William Rudolph

Minnesota·CRD #4437198
Dual-registered

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

Experience
24 yrs
States
1
Exams
3
Since
2002
Fee
AUM / Other
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EW

Eric William Rumbaugh

Texas·CRD #2522487
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
32 yrs
States
1
Exams
10
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EW

Eric Williams

Florida·CRD #7690340
IA Rep

Investment Adviser Rep at HUB INVESTMENT PARTNERS, LLC

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Eric William Timmins

Rhode Island·CRD #7755512
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Eric William Vowles

Texas·CRD #7287705
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
EW

Eric William Wisniewski

New Jersey·CRD #5012375
Dual-registered

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

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
EW

Eric Winkler

Colorado·CRD #5485025
Dual-registered

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

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
EW

Eric W Jones

Florida·CRD #1924180
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
7 yrs
States
1
Exams
3
Since
2019
Fee
AUM
Minimum
$100k
View profile
EW

Eric Wolter Bischoff

Minnesota·CRD #3213492
Dual-registered

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

Experience
15 yrs
States
1
Exams
5
Since
2011
Fee
AUM / Other
View profile
EW

Eric Woltkamp

Wyoming·CRD #7787693
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Eric Wulff

Ohio·CRD #2509562
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EW

Eric W Wittek

Texas·CRD #5049235
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Flat Fee
View profile
EW

Eric Wynn

Texas·CRD #6060466
Dual-registered

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

Experience
13 yrs
States
1
Exams
4
Since
2013
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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