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+)
GJ

George John Di Biase

New Jersey·CRD #6941376
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
GJ

George John Dusckas Jr

Pennsylvania·CRD #1057696
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
44 yrs
States
2
Exams
7
Since
1982
Est. fee
AUM / Flat Fee
View profile
GJ

George John Feneis

New Jersey·CRD #206194
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
56 yrs
States
2
Exams
6
Since
1970
Est. fee
AUM / Flat Fee
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GJ

George John Makris

Ohio·CRD #1365224
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
41 yrs
States
1
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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GJ

George John McCleary

Florida·CRD #1286938
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
40 yrs
States
3
Exams
5
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GJ

George Joseph Audi

Florida·CRD #4118934
Dual-registered

Dual-registered at AMERAUDI ASSET MANAGEMENT, INC.

Experience
12 yrs
States
2
Exams
2
Since
2014
Est. fee
AUM
Minimum
$1.0M
View profile
GJ

George Joseph Castellano

New Jersey·CRD #4309419
Dual-registered

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

Experience
25 yrs
States
2
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
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GJ

George Joseph Kempf

Indiana·CRD #2223457
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
34 yrs
States
2
Exams
5
Since
1992
Est. fee
AUM / Flat Fee
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GJ

George Joseph Koeltl

Connecticut·CRD #2894410
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Other
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GJ

George Joseph Limbach

Florida·CRD #1908368
Dual-registered

Dual-registered at COMPASS ION ADVISORS, LLC

Experience
37 yrs
States
3
Exams
5
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
GJ

George Joseph Martell

Arizona·CRD #2231686
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
31 yrs
States
4
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GJ

George Joseph Mitchell

Texas·CRD #7272109
IA Rep

Investment Adviser Rep at CAPITAL CITIES INVESTMENTS

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$250k
View profile
GJ

George Joseph Myers

Oregon·CRD #5776719
IA Rep

Investment Adviser Rep at PHILLIPS AND COMPANY ADVISORS LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
GJ

George J Porges

Missouri·CRD #1198199
Dual-registered

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

Experience
43 yrs
States
2
Exams
6
Since
1983
Est. fee
AUM / Commission / Flat Fee
View profile
GJ

George J Sinadinos

California·CRD #8083854
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
GJ

George Julius Moeschlin III

New York·CRD #1367634
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
46 yrs
States
2
Exams
5
Since
1980
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GK

George Kalema

Texas·CRD #7889809
Dual-registered

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

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
GK

George Kastanis

New Jersey·CRD #5667906
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
GK

George Keith Demetriades

Texas·CRD #6006006
Dual-registered

Dual-registered at KINGSVIEW WEALTH MANAGEMENT, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GK

George Kenneth Slyman Jr

New Hampshire·CRD #1460623
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

Experience
40 yrs
States
1
Exams
7
Since
1986
Est. fee
AUM / Hourly / Flat Fee
View profile
GK

George Kermit Townsend

Texas·CRD #6114451
IA Rep

Investment Adviser Rep at CONSILIUM WEALTH ADVISORY, LLC

Experience
13 yrs
States
1
Since
2013
Est. fee
AUM / Flat Fee
View profile
GK

George Knudsvig

New York·CRD #7205220
Dual-registered

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

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
GK

George Kurt Finkbeiner

New York·CRD #1332275
Dual-registered

Dual-registered at HAZARD & SIEGEL ADVISORY SERVICES LLC

Experience
41 yrs
States
1
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GK

George K Vogt

Florida·CRD #455376
Dual-registered

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

Experience
51 yrs
States
3
Exams
8
Since
1975
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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