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+)
GM

George Matthew Schmidley

Texas·CRD #1333934
Dual-registered

Dual-registered at AFFILIATED FINANCIAL ADVISORS INC

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM
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GM

George Matthew Stock III

New York·CRD #7383768
IA Rep

Investment Adviser Rep at STANSBERRY ASSET MANAGEMENT, LLC

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM
Minimum
$500k
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GM

George McFerren Kiebler Jr

Colorado·CRD #5068068
IA Rep

Investment Adviser Rep at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Fee
AUM / Performance-based / Other
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GM

George Mew Hiller

Georgia·CRD #1087767
Dual-registered

Dual-registered at GEORGE M. HILLER COMPANIES, LLC

Experience
26 yrs
States
2
Exams
2
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
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GM

George Mew Hiller Jr.

Georgia·CRD #4837223
IA Rep

Investment Adviser Rep at GEORGE M. HILLER COMPANIES, LLC

Experience
22 yrs
States
1
Exams
1
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
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GM

George M Holmes Jr

New Jersey·CRD #7434043
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
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GM

George Michael Baughman

North Carolina·CRD #3082789
Dual-registered

Dual-registered at MODERA WEALTH MANAGEMENT, LLC

Experience
16 yrs
States
1
Exams
4
Since
2010
Fee
AUM / Hourly / Flat Fee
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GM

George Michael Kachmar IV

New Jersey·CRD #5458667
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
GP

Georgemichael Passas

Ohio·CRD #6506343
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
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GM

George Michael Russell

Florida·CRD #1388143
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
40 yrs
States
3
Exams
5
Since
1986
Est. fee
AUM / Hourly / Other
Minimum
$10k
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GM

George Migwi Mwai

Tennessee·CRD #7203508
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
GM

George Ming Chung Jieh

California·CRD #7245596
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
GM

George Mitchell Harris III

North Carolina·CRD #2165588
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
1
Exams
4
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GM

George M Joyaux

Illinois·CRD #8214592
IA Rep

Investment Adviser Rep at THE MATHER GROUP, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
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GM

George M Mercurio

Ohio·CRD #7620318
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
GM

George Molloy

Connecticut·CRD #7974456
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
2 yrs
States
1
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee / Other
View profile
GM

George Moore III

Georgia·CRD #338912
Dual-registered

Dual-registered at CARTER, TERRY & COMPANY, INC.

Experience
58 yrs
States
1
Exams
5
Since
1968
Est. fee
AUM
Minimum
$25k
View profile
GM

George Morgan Haffenreffer

Maine·CRD #8224110
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
2
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
GM

George Moscoso

Florida·CRD #4456284
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
22 yrs
States
1
Exams
7
Since
2004
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
GM

George Moss III

New Jersey·CRD #1058857
Dual-registered

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

Experience
44 yrs
States
1
Exams
4
Since
1982
Est. fee
AUM / Commission / Flat Fee
View profile
GM

George Mouded

New Jersey·CRD #4736811
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GM

George Murphy Davis Jr

Texas·CRD #3225183
IA Rep

Investment Adviser Rep at SENTRY MANAGEMENT INC

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Flat Fee / Other
View profile
GM

George Murphy Davis Sr

Texas·CRD #1854369
IA Rep

Investment Adviser Rep at SENTRY MANAGEMENT INC

Experience
20 yrs
States
1
Exams
2
Since
2006
Est. fee
AUM / Flat Fee / Other
View profile
GN

George Nabil Baalbaki

Rhode Island·CRD #5200334
Dual-registered

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

Experience
20 yrs
States
2
Exams
6
Since
2006
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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