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

Gilbert Michael Sabatka

Kansas·CRD #1229982
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
42 yrs
States
1
Exams
3
Since
1984
Est. fee
AUM / Hourly
Minimum
$25k
View profile
GM

Gilberto M Rivera

Florida·CRD #8101680
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
GP

Gilberto Perez Jr

Texas·CRD #5458827
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
GO

Gilbert Orozco

California·CRD #5635027
Dual-registered

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

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
GP

Gilbert Perez II

Texas·CRD #6076370
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GR

Gilbert Ramon Montoya

Texas·CRD #4964105
Dual-registered

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

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
GR

Gilbert Ray Zepeda

Texas·CRD #1360774
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
41 yrs
States
1
Exams
4
Since
1985
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GG

Gilda Giovanna Gallardo

Florida·CRD #5367910
Dual-registered

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

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
GJ

Gilda J Aceves

California·CRD #5667943
Dual-registered

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

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
GD

Gil Daniel Cohen

Florida·CRD #2555586
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
1
Exams
6
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GR

Gilda R Borenstein

New York·CRD #1599389
Dual-registered

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

Experience
38 yrs
States
2
Exams
4
Since
1988
Est. fee
AUM / Commission / Flat Fee
View profile
GJ

Gil J Feldman

Michigan·CRD #3161075
Dual-registered

Dual-registered at THE ENTERPRISE INVESTMENT COMPANY

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

Gilles Alfred Marchand Jr

Connecticut·CRD #1540226
Dual-registered

Dual-registered at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Fee
AUM
View profile
GC

Gillian Carole Lotz Hopkins

Maryland·CRD #4126198
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
GE

Gillian Edgar Curran

Texas·CRD #4902408
IA Rep

Investment Adviser Rep at PROSPECT FINANCIAL GROUP LLC

Experience
21 yrs
States
2
Exams
1
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
GE

Gillian Elizabeth Dimora

New York·CRD #5676133
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
GM

Gillian M Archer

New Jersey·CRD #7474592
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
GN

Gillian Nicole Goldberg

California·CRD #7308036
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
GP

Gillian P Hannon

Connecticut·CRD #7906192
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
GM

Gilma M Espana

Alabama·CRD #5054241
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
10 yrs
States
23
Exams
5
Since
2016
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
GM

Gil Michael Marcovici

New Jersey·CRD #2272569
Dual-registered

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

Experience
34 yrs
States
2
Exams
4
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
GP

Gil Patrick Matro

Arizona·CRD #2657981
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
30 yrs
States
13
Exams
5
Since
1996
Est. fee
AUM
Minimum
$50k
View profile
GA

Gina A Carosella

New Jersey·CRD #4522049
Dual-registered

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

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
GA

Gina Addamo

N/A·CRD #6391378
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
9 yrs
Exams
5
Since
2017
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
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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