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+)
GI

Gerardo Ivan Castillo

Florida·CRD #2886319
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
29 yrs
States
1
Exams
5
Since
1997
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
GJ

Gerardo Jose Vila

Puerto Rico·CRD #7068435
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GM

Gerardo Melgar

California·CRD #7033335
Dual-registered

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

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
GZ

Gerardo Zamora

Texas·CRD #7625250
Dual-registered

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

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
GP

Gerard Patrick Ryan

New York·CRD #1282929
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
42 yrs
States
1
Exams
5
Since
1984
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GP

Gerard Phillippe Viars

Delaware·CRD #1090637
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
2
Exams
4
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GR

Gerard Raymond

Texas·CRD #7906931
Dual-registered

Dual-registered at SOLTIS INVESTMENT ADVISORS, LLC

Experience
1 yrs
States
1
Exams
4
Since
2025
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
GR

Gerard Raymond Cala

New Jersey·CRD #4385966
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
1
Exams
6
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
GT

Gerard Trapp

Connecticut·CRD #2690913
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
5
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GV

Gerard Valenti

New Jersey·CRD #6386849
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
11 yrs
States
1
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GV

Gerard Ventura Tamparong

California·CRD #3098694
IA Rep

Investment Adviser Rep at COMPOSITION WEALTH, LLC

Experience
25 yrs
States
8
Exams
3
Since
2001
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
GV

Gerard Vincent Dougherty

Florida·CRD #2204333
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
13 yrs
States
2
Exams
7
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GW

Gerard Wilson Magee Jr.

Nevada·CRD #7904187
Dual-registered

Dual-registered at SIMPLYRIA ADVISOR NETWORK

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
GM

Geraris Melendez Rosario

Florida·CRD #5602250
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
GJ

Gerd Jon Bents

Minnesota·CRD #6925101
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
1
Exams
7
Since
2018
Est. fee
AUM / Flat Fee
View profile
GR

Gerd Ralph Martin Hansma

Michigan·CRD #1132588
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
42 yrs
States
1
Exams
6
Since
1984
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GH

Gerhard Herrera-Pahl

Florida·CRD #4448486
Dual-registered

Dual-registered at EVOLUTION WEALTH ADVISORS, LLC

Experience
21 yrs
States
1
Exams
2
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
GP

Gerhard Philip Schneider

New Jersey·CRD #2561222
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
31 yrs
States
3
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GE

G Eric Thornton

New Jersey·CRD #2186376
Dual-registered

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

Experience
34 yrs
States
3
Exams
4
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
GH

Geri Harris

Colorado·CRD #8250870
IA Rep

Investment Adviser Rep at TRIBUTARY CAPITAL MANAGEMENT, LLC

States
1
Since
2026
Est. fee
AUM
Minimum
$100k
View profile
GB

Gerilyn Beck Merrill

Utah·CRD #6723706
IA Rep

Investment Adviser Rep at EVERSPIRE

Experience
10 yrs
States
1
Exams
2
Since
2016
Fee
AUM / Other
View profile
GC

Germaine C Cordes

California·CRD #4485716
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
3
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GL

Germaine Louise Broussard

District Of Columbia·CRD #2684038
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
31 yrs
States
4
Exams
4
Since
1995
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
GM

Germaine Ma

California·CRD #6244749
Dual-registered

Dual-registered at EMERSON EQUITY LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
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.

Financial Advisors - Page 1229 | AdvisorFinder