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+)
EJ

Evan James Rowland

Maryland·CRD #6896081
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
EJ

Evan Jared McCarthy

Massachusetts·CRD #5940307
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Performance-based
Minimum
$50k
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EJ

Evan J Clinkenbeard

Ohio·CRD #5629305
Dual-registered

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

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
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EJ

Evan Jeffery Haberman

Connecticut·CRD #1500840
Dual-registered

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

Experience
40 yrs
States
2
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
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EJ

Evan John Coppola

New York·CRD #6804218
IA Rep

Investment Adviser Rep at MILLER, GESKO & COMPANY INC.

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly
Minimum
$1.0M
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EJ

Evan John Dubay

Michigan·CRD #7707814
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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EJ

Evan John Kvittem

Florida·CRD #5924954
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
3
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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EJ

Evan John McGlone

New York·CRD #7599988
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
EJ

Evan John Trimble

Minnesota·CRD #6998815
Dual-registered

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

Experience
8 yrs
States
2
Exams
3
Since
2018
Fee
AUM / Other
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EJ

Evan Joseph Bekasi

Rhode Island·CRD #6113447
Dual-registered

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

Experience
12 yrs
States
1
Exams
7
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Evan Joseph Hewitt

Pennsylvania·CRD #6924104
IA Rep

Investment Adviser Rep at COMPASS ION ADVISORS, LLC

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
EJ

Evan Joshua Levy

New York·CRD #6188440
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EJ

Evan J Thornton

Minnesota·CRD #8148912
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Evan K Horton

Massachusetts·CRD #6012964
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
14 yrs
States
1
Exams
6
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
EK

Evan Kirsch

Florida·CRD #7825929
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
5
Exams
5
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EK

Evan Kitzmiller

North Carolina·CRD #6671850
Dual-registered

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

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
EK

Evan Kowalczyk

New York·CRD #8120621
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EL

Evan Leyton McCullers

Virginia·CRD #8291982
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

States
1
Since
2026
Fee
AUM / Hourly / Flat Fee
View profile
EM

Evan Mackavich

Michigan·CRD #7929868
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EM

Evan Mark D'Onofrio

Connecticut·CRD #6706087
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
EM

Evan Matthew Bihl

Ohio·CRD #4143354
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
EM

Evan Matthew Brown

New Jersey·CRD #7789191
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Evan Matthew Lange

Kansas·CRD #8134427
IA Rep

Investment Adviser Rep at PROVIDENCE FINANCIAL ADVISORS, LLC

Experience
1 yrs
States
2
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EM

Evan Matthew Pietras

District Of Columbia·CRD #6334514
Dual-registered

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

Experience
11 yrs
States
3
Exams
4
Since
2015
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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