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+)
FA

Felix Alfredo Quintanilla

New Jersey·CRD #8206231
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
FA

Felix Andrew Menezes

New Jersey·CRD #2444914
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly / Flat Fee
View profile
FA

Felix Anibal Lopez Santiago

Puerto Rico·CRD #7017198
Dual-registered

Dual-registered at POPULAR SECURITIES, LLC

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Other
Minimum
$50k
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FE

Felix E Von Uklanski

North Carolina·CRD #4341968
Dual-registered

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

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Commission / Flat Fee
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FJ

Felix Jose Dones-Pagan

Florida·CRD #5741297
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
16 yrs
States
3
Exams
5
Since
2010
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
FL

Felix Luis Santiago Jr

Florida·CRD #2970390
IA Rep

Investment Adviser Rep at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Flat Fee
Minimum
$2.0M
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FM

Felix Miguel Segura

Florida·CRD #4575313
Dual-registered

Dual-registered at ALTHUM ADVISORS LLC

Experience
10 yrs
States
1
Exams
5
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$5.0M
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FM

Felix Milton Jones

Oklahoma·CRD #1204401
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
42 yrs
States
2
Exams
6
Since
1984
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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FR

Felix Rafael Fuertes

Florida·CRD #3241041
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
27 yrs
States
2
Exams
3
Since
1999
Est. fee
AUM / Hourly
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FR

Felix Rene Sanchez Carrasquillo

Florida·CRD #5392527
Dual-registered

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

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
FS

Felix Scheller Betro

Massachusetts·CRD #5419788
IA Rep

Investment Adviser Rep at BETRO MILESZKO & COMPANY

Experience
19 yrs
States
1
Since
2007
Est. fee
AUM
View profile
FT

Felix Thomas Becker

Florida·CRD #7370055
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
FT

Felix Tser-Chun Lin

California·CRD #4404030
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
17 yrs
States
1
Exams
1
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
FS

Fengchen Shi

Connecticut·CRD #6511718
Dual-registered

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

Experience
10 yrs
States
4
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
FS

Fenil Sandeep Patel

New York·CRD #7313492
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
FJ

Fenny Jie

Colorado·CRD #6393029
IA Rep

Investment Adviser Rep at BOK FINANCIAL PRIVATE WEALTH, INC.

Experience
6 yrs
States
3
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
FA

Ferdinand Alexander Ruplin Jr

New York·CRD #1651751
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
36 yrs
States
2
Exams
10
Since
1990
Est. fee
AUM / Hourly / Flat Fee
View profile
FP

Ferdinand P Garcia

California·CRD #2066744
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
36 yrs
States
2
Exams
6
Since
1990
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
FM

Feriba Monis

California·CRD #2961084
Dual-registered

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

Experience
13 yrs
States
1
Exams
7
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
FH

Feriz Halili

Texas·CRD #6673784
Dual-registered

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

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
FA

Fermin Alberto Mesina

California·CRD #4619199
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
FA

Fernando A Coello De Portugal

Florida·CRD #4723692
Dual-registered

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

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
FA

Fernando A Gimenez

Florida·CRD #7060812
IA Rep

Investment Adviser Rep at FITZWILLIAMS WEALTH MANAGEMENT INC.

Experience
7 yrs
States
1
Exams
1
Since
2019
Fee
AUM
Minimum
$100k
View profile
FA

Fernando A Pohina

Texas·CRD #5624328
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
17 yrs
States
2
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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