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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+)
EJ

Ezekiel Joaquin Ortiz-Clark

Tennessee·CRD #7535699
IA Rep

Investment Adviser Rep at EVERSOURCE WEALTH ADVISORS, LLC

Experience
2 yrs
States
1
Exams
2
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
EM

Ezekiel Martinez

Michigan·CRD #8186767
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Other
View profile
EM

Ezekiel Myles Klosterman

South Dakota·CRD #7535183
IA Rep

Investment Adviser Rep at COMPASS FINANCIAL GROUP, INC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM
View profile
EW

Ezekiel Waisel

Massachusetts·CRD #6411639
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
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EM

Ezequiel Marc Freiman

Florida·CRD #8213479
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
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EJ

Ezio Joaquin Palomeque

North Carolina·CRD #6680394
Dual-registered

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

Experience
10 yrs
States
2
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
EC

Ezra Cornell

New York·CRD #707941
Dual-registered

Dual-registered at CORNELL POCHILY INVESTMENT ADVISORS, INC.

Experience
46 yrs
States
2
Exams
10
Since
1980
Est. fee
AUM / Hourly / Flat Fee
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EC

Ezra Crosby

Pennsylvania·CRD #7727646
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
EE

Ezra Eddie Shammay

New Hampshire·CRD #3100363
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
27 yrs
States
1
Exams
6
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
EI

Ezra I Litton

New York·CRD #5847930
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
EJ

Ezra James Lagan

Texas·CRD #7219279
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
EN

Ezra Nehemiah Samuels

Illinois·CRD #7422467
Dual-registered

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

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

Ezzedean Adam Amer Fahoum

California·CRD #7284337
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
5 yrs
States
1
Exams
5
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
FA

Fabiana A Filips

California·CRD #5202842
Dual-registered

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

Experience
20 yrs
States
3
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
FC

Fabiana Carla Pereira

New Hampshire·CRD #6653691
IA Rep

Investment Adviser Rep at OSAIC INSTITUTIONS, INC.

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
FN

Fabiana Nina-Amarante

New Jersey·CRD #7964779
Dual-registered

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

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

Fabian Caraveo

California·CRD #7357814
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
FG

Fabian Gutierrez

Florida·CRD #7565446
Dual-registered

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

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

Fabian Leo Yaklin

Iowa·CRD #7371477
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
2
Exams
1
Since
2021
Fee
AUM
View profile
FM

Fabiano Medrado De Franco

Virginia·CRD #4528382
Dual-registered

Dual-registered at SOUND INCOME STRATEGIES, LLC

Experience
19 yrs
States
1
Exams
3
Since
2007
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
FA

Fabienne Angharad Sarnecki

Pennsylvania·CRD #5356528
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Flat Fee
View profile
FD

Fabio De Andrade

N/A·CRD #4671838
Dual-registered

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

Experience
22 yrs
Exams
6
Est. fee
AUM / Commission / Flat Fee
View profile
FE

Fabio Estrella De Assis

Missouri·CRD #7241253
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
FF

Fabio Forte

California·CRD #6092375
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
11 yrs
States
7
Exams
5
Since
2015
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
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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