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+)
GS

George Steven Cleffi

New Jersey·CRD #1365768
Dual-registered

Dual-registered at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Experience
41 yrs
States
2
Exams
6
Since
1985
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GS

George Steward Siracuse

California·CRD #5796192
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
13 yrs
States
15
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GS

George Syme

Florida·CRD #5247839
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
19 yrs
States
1
Exams
5
Since
2007
Fee
AUM / Hourly / Flat Fee / Other
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GT

George T Damasco III

Ohio·CRD #5209996
IA Rep

Investment Adviser Rep at MPM WEALTH ADVISORS

Experience
16 yrs
States
1
Exams
1
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
GT

George Theodore Paul III

Texas·CRD #2525399
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
2
Exams
7
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GT

George Theodore Temel

Florida·CRD #1403457
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
41 yrs
States
2
Exams
4
Since
1985
Est. fee
AUM / Hourly / Flat Fee
View profile
GT

George T. Holmes IV

South Carolina·CRD #4828254
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
GT

George Thomas Avila

California·CRD #2924574
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
27 yrs
States
1
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GT

George Thomas Haskins Jr

District Of Columbia·CRD #2469199
Dual-registered

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

Experience
32 yrs
States
2
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
GT

George Thomas May IV

Florida·CRD #853979
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

George Thomas Padula Jr

Massachusetts·CRD #1922032
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

Experience
28 yrs
States
2
Since
1998
Fee
AUM / Hourly / Flat Fee
View profile
GT

George Thomas Reedy

New Jersey·CRD #1840769
Dual-registered

Dual-registered at SEELAUS ASSET MANAGEMENT, LLC

Experience
32 yrs
States
1
Exams
6
Since
1994
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
GT

George Timothy Ralph

New York·CRD #7100247
Dual-registered

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

Experience
3 yrs
States
2
Exams
5
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
GT

George Toth

Pennsylvania·CRD #1024975
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
44 yrs
States
1
Exams
7
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GB

Georgette Buccini Blomquist

California·CRD #5164633
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GY

Georgette Young

California·CRD #4712332
Dual-registered

Dual-registered at INSPIRE ADVISORS, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM
View profile
GV

George Vanderneth Merrill

Connecticut·CRD #2709060
IA Rep

Investment Adviser Rep at SOPHIS INVESTMENTS LLC

Experience
13 yrs
States
1
Exams
1
Since
2013
Fee
AUM / Performance-based
View profile
GV

George Venegas Pedraza

Colorado·CRD #2385618
Dual-registered

Dual-registered at BOK FINANCIAL PRIVATE WEALTH, INC.

Experience
31 yrs
States
2
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
View profile
GV

George Villere Young

Louisiana·CRD #1316383
Dual-registered

Dual-registered at ST. DENIS J. VILLERE & CO., LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Fee
AUM
View profile
GV

George Vincent Masefield

New Jersey·CRD #1162986
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
GV

George Vincent Saljian

California·CRD #1449132
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
2 yrs
States
1
Exams
2
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
GV

George Vlahopoulos

Connecticut·CRD #5233923
Dual-registered

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

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
GW

George Wallace Hook III

Texas·CRD #3231480
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
27 yrs
States
2
Exams
3
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
GW

George Wallace Smith

California·CRD #4844156
Dual-registered

Dual-registered at EMERSON EQUITY LLC

Experience
20 yrs
States
3
Exams
5
Since
2006
Est. fee
AUM / Hourly / 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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