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+)
ED

Erin Donahue

Ohio·CRD #5034084
Dual-registered

Dual-registered at CAPITAL ADVISORS, LTD., LLC

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

Erin Doyle Hannan

New York·CRD #7592110
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
EE

Erin E Blanchard

Connecticut·CRD #5687050
Dual-registered

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

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Erin Eileen Evans

Virginia·CRD #7919115
IA Rep

Investment Adviser Rep at THE BURNEY COMPANY

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Flat Fee
Minimum
$750k
View profile
EE

Erin Elizabeth Alkire

Texas·CRD #6962731
Dual-registered

Dual-registered at HUB INVESTMENT PARTNERS, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
EE

Erin Elizabeth Byrne

New York·CRD #7144765
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
EE

Erin Elizabeth Considine

Connecticut·CRD #4451792
Dual-registered

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

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Erin Elizabeth Doody

New York·CRD #6893810
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Erin Elizabeth Harrington

New York·CRD #7513759
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Erin Elizabeth Lively

California·CRD #8179047
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

States
2
Exams
1
Since
2026
Est. fee
AUM / Flat Fee
View profile
EE

Erin Elizabeth Phelps

Pennsylvania·CRD #7503086
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Erin Elizabeth Shurtz

New York·CRD #7635663
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
EE

Erin Elwood Kerr

Massachusetts·CRD #6563372
IA Rep

Investment Adviser Rep at CHOATE INVESTMENT ADVISORS

Experience
8 yrs
States
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10.0M
View profile
EE

Erin E McCloskey

Connecticut·CRD #4367304
Dual-registered

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

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Erin E Muranovic

Louisiana·CRD #7668238
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
EE

Erin E Spring

Texas·CRD #2918198
Dual-registered

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

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Erin E Timmerding

Kentucky·CRD #2160544
Dual-registered

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

Experience
31 yrs
States
2
Exams
4
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
EE

Erin E Yake

Delaware·CRD #6096549
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
EF

Erin Feldman Mendez

Florida·CRD #4683353
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
20 yrs
States
4
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
EF

Erin Flynn Wells

Massachusetts·CRD #6118309
Dual-registered

Dual-registered at ICAPITAL, LLC

Experience
11 yrs
States
2
Exams
4
Since
2015
Fee
AUM / Flat Fee
Minimum
$25k
View profile
EF

Erin Fogarty

Illinois·CRD #7124120
IA Rep

Investment Adviser Rep at WELLMENT FINANCIAL

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
EG

Erin Gail Dooley

Florida·CRD #6831361
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
EH

Erin Harmon

Idaho·CRD #4991592
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
1
Exams
4
Since
2005
Est. fee
AUM / Flat Fee
View profile
EH

Erin Hershey Serrate

Florida·CRD #4787050
Dual-registered

Dual-registered at ASIO CAPITAL LLC

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Other
Minimum
$1.0M
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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