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+)
GD

George D Bianco

New York·CRD #706159
Dual-registered

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

Experience
46 yrs
States
2
Exams
7
Since
1980
Est. fee
AUM / Commission / Flat Fee
View profile
GD

George Dean Karris

New Jersey·CRD #4227518
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
1
Exams
8
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GD

George Dennis Lex

Pennsylvania·CRD #2755908
Dual-registered

Dual-registered at QUARTZ PARTNERS INVESTMENT MANAGEMENT

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Flat Fee
Minimum
$10k
View profile
GD

George Dennis Williams

Florida·CRD #5850309
IA Rep

Investment Adviser Rep at INSPIRE ADVISORS, LLC

Experience
16 yrs
States
1
Exams
1
Since
2010
Est. fee
AUM
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GD

George Dickman

Illinois·CRD #7738104
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
GD

George Dimitrios Vassiliou

District Of Columbia·CRD #3119915
Dual-registered

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

Experience
28 yrs
States
3
Exams
4
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
GD

George Dirk Racette

Illinois·CRD #1156380
Dual-registered

Dual-registered at CALDER FINANCIAL GROUP

Experience
16 yrs
States
2
Exams
3
Since
2010
Fee
AUM / Hourly / Flat Fee
View profile
GD

George D Marron

New York·CRD #5333522
IA Rep

Investment Adviser Rep at HIGH PROBABILITY ADVISORS, LLC

Experience
9 yrs
States
1
Exams
5
Since
2017
Est. fee
AUM
Minimum
$500k
View profile
GD

George Donald Steel

Indiana·CRD #716992
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
46 yrs
States
2
Exams
11
Since
1980
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
GD

George D Wilson Jr

Florida·CRD #1723220
Dual-registered

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

Experience
37 yrs
States
2
Exams
12
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
GD

George D Wolf Jr

Connecticut·CRD #3177605
Dual-registered

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

Experience
27 yrs
States
4
Exams
8
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
GE

George Earl Macdonald IV

Alaska·CRD #2477453
Dual-registered

Dual-registered at PHILLIPS AND COMPANY ADVISORS LLC

Experience
32 yrs
States
15
Exams
4
Since
1994
Fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
GE

George Edward Arocha

Illinois·CRD #729456
IA Rep

Investment Adviser Rep at MADISON AVENUE SECURITIES, LLC

Experience
45 yrs
States
1
Exams
7
Since
1981
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
GE

George Edward Avery

Texas·CRD #4460626
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
24 yrs
States
1
Exams
6
Since
2002
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
GE

George Edward Bierman

Pennsylvania·CRD #1249482
Dual-registered

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

Experience
42 yrs
States
2
Exams
4
Since
1984
Est. fee
AUM / Commission / Flat Fee
View profile
GE

George Edward Bouton III

Massachusetts·CRD #5962320
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
9 yrs
States
1
Exams
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GE

George Edward Miller

Illinois·CRD #4800891
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
5
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GE

George Edwin Merrill

Ohio·CRD #2150336
Dual-registered

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

Experience
35 yrs
States
1
Exams
4
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
GE

George Edwin Smith III

Maryland·CRD #1357861
Dual-registered

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

Experience
41 yrs
States
2
Exams
9
Since
1985
Est. fee
AUM / Commission / Flat Fee
View profile
GE

George Einar Ray Jr

Texas·CRD #734502
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
45 yrs
States
1
Exams
5
Since
1981
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GE

George Elvin Chazulle

Maryland·CRD #2979661
IA Rep

Investment Adviser Rep at WEALTHSPIRE RETIREMENT ADVISORY

Experience
17 yrs
States
1
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GE

George Emerson Otto

California·CRD #1597673
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
40 yrs
States
2
Exams
5
Since
1986
Est. fee
AUM / Flat Fee
View profile
GE

George Emmett McCall Jr.

California·CRD #5578366
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
GE

George E. Newfield

Connecticut·CRD #5540958
IA Rep

Investment Adviser Rep at CORNERSTONE FINANCIAL MANAGEMENT LLC

Experience
5 yrs
States
4
Exams
2
Since
2021
Est. fee
AUM / 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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