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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+)
ES

Erik S Manchester

Rhode Island·CRD #5883957
Dual-registered

Dual-registered at NEWMAN DIGNAN & SHEERAR, INC

Experience
15 yrs
States
2
Exams
3
Since
2011
Fee
AUM / Hourly / Flat Fee / Other
Minimum
$500k
View profile
ES

Erik Somerville

Delaware·CRD #6688846
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

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

Erik Stanford Speer

California·CRD #7179361
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
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ES

Erik Stanley Tolzmann

Washington·CRD #3157821
Dual-registered

Dual-registered at WESTWARD PARTNERS LLC

Experience
3 yrs
States
1
Exams
2
Since
2023
Est. fee
AUM / Performance-based / Other
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ES

Erik Steffen Hoffman

Kentucky·CRD #5306228
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
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ES

Erik Steven Engh

Texas·CRD #6176843
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
ES

Erik Steven Pelletier

Rhode Island·CRD #7714463
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
ES

Erik Stone

Kansas·CRD #8169347
Dual-registered

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

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

Erik Sylvan Sherman

Florida·CRD #4544582
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
24 yrs
States
2
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ET

Erik Terry Totten

Texas·CRD #5301917
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
ET

Erik Thomas Vinopal

Illinois·CRD #7693110
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
ET

Erik Tomas Anhaus

Georgia·CRD #4601461
Dual-registered

Dual-registered at BEAM WEALTH ADVISORS, INC.

Experience
24 yrs
States
2
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$75k
View profile
ET

Erik Torres

California·CRD #7183029
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
View profile
ET

Erik Travis Lentz

Pennsylvania·CRD #5101732
Dual-registered

Dual-registered at CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Flat Fee
View profile
EV

Erik Vatter

Florida·CRD #4706941
Dual-registered

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

Experience
23 yrs
States
3
Exams
9
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
EW

Erik Warren Vollbrecht

Pennsylvania·CRD #4831796
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Erik Wehner

New Jersey·CRD #6869968
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Erik William Brown

Ohio·CRD #5614179
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Erik William Hayden

Connecticut·CRD #6392083
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Erik William O'Neal

Florida·CRD #5371377
Dual-registered

Dual-registered at BRYN MAWR TRUST ADVISORS, LLC

Experience
14 yrs
States
3
Exams
2
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
EW

Erik William Sweress

Texas·CRD #5575232
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
16 yrs
States
1
Exams
7
Since
2010
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
EA

Erin Abate

Virginia·CRD #8071859
IA Rep

Investment Adviser Rep at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

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

Erin A Calabrese

Illinois·CRD #3213770
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
22 yrs
States
1
Exams
4
Since
2004
Est. fee
AUM / Other
View profile
ED

Erina Dinkollari

Michigan·CRD #6055818
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
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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