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+)
ES

Evan Serwinski

Illinois·CRD #6527429
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
ES

Evan S Green

California·CRD #6632515
IA Rep

Investment Adviser Rep at EVERSPIRE

Experience
9 yrs
States
3
Exams
4
Since
2017
Fee
AUM / Other
View profile
EJ

Evans Joseph Frimpong

New York·CRD #6390261
Dual-registered

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

Experience
11 yrs
States
2
Exams
5
Since
2015
Fee
AUM / Other
View profile
EM

Evans Menard

Connecticut·CRD #8048441
Dual-registered

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

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
ES

Evan Smolak

Illinois·CRD #7194089
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
View profile
ES

Evan Stephens

Tennessee·CRD #7285240
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
View profile
ES

Evan Stuart Kendis

New Jersey·CRD #2911521
Dual-registered

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

Experience
29 yrs
States
2
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
ET

Evan Thomas Brockmeier

Ohio·CRD #7733312
IA Rep

Investment Adviser Rep at COMMONWEALTH FINANCIAL SERVICES

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

Evan Thomas McCurry

North Carolina·CRD #7271495
Dual-registered

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

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
ET

Evan Todd Horn

Maryland·CRD #4414747
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
3
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ET

Evan Tyler Sharpless

Colorado·CRD #7542257
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EW

Evan Wayne Hoehne

Colorado·CRD #8076081
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
EW

Evan Wesley Atchley

Florida·CRD #8050246
IA Rep

Investment Adviser Rep at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

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

Evan William Hunter

California·CRD #4956854
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EW

Evan William Rusch

Minnesota·CRD #7574165
Dual-registered

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

Experience
4 yrs
States
2
Exams
4
Since
2022
Fee
AUM / Other
View profile
EW

Evan William Shvach

Ohio·CRD #6388654
Dual-registered

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

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
EW

Evan Wirkkala

Washington·CRD #4893730
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

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

Evan Zollinger

North Carolina·CRD #7481477
Dual-registered

Dual-registered at ALPHA WEALTH FUNDS, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Hourly / Performance-based / Subscription / Other
Minimum
$500k
View profile
EO

Eva Obregon

Arizona·CRD #5835231
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EP

Eva Purvis

Ohio·CRD #4397484
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
22 yrs
States
1
Exams
2
Since
2004
Fee
AUM / Flat Fee / Performance-based
View profile
EE

Eve Elizabeth Ellis

Florida·CRD #4517171
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

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

Eve Gaiser

Michigan·CRD #6182172
IA Rep

Investment Adviser Rep at PINNACLE WEALTH MANAGEMENT, INC.

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
EM

Evelia Martinez

Texas·CRD #7624001
Dual-registered

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

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

Evelin Flaherty Freytas

Illinois·CRD #5672797
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / 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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