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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

Grace Stolberg

Florida·CRD #7748985
IA Rep

Investment Adviser Rep at O'KEEFE STEVENS ADVISORY, INC.

Experience
2 yrs
States
2
Exams
1
Since
2024
Est. fee
AUM / Flat Fee
View profile
GS

Grace Sun Smith

New York·CRD #7446841
Dual-registered

Dual-registered at PKS ADVISORY SERVICES, LLC

Experience
4 yrs
States
1
Exams
7
Since
2022
Est. fee
AUM / Flat Fee
View profile
GW

Grace Wong

New Jersey·CRD #1447096
Dual-registered

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

Experience
40 yrs
States
3
Exams
4
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
GW

Grace Wong Greening

California·CRD #7138660
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
GY

Grace Yukiko Watanabe

Hawaii·CRD #4014097
Dual-registered

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

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
GY

Grace Yvonne Ottey

Texas·CRD #4664390
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
22 yrs
States
1
Exams
7
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
GA

Gracia Ann Cavanaugh

Minnesota·CRD #4122336
Dual-registered

Dual-registered at ASSOCIATED INVESTMENT SERVICES, INC.

Experience
24 yrs
States
1
Exams
6
Since
2002
Fee
AUM
View profile
GE

Gracjana Ewa Sawicki

New York·CRD #8048571
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
GC

Grady Crayton Cavness

Texas·CRD #2996016
Dual-registered

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

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
GH

Grady Harrison Camps

California·CRD #7279183
Dual-registered

Dual-registered at LIDO

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
GH

Grady H Vaughn

Texas·CRD #1869264
Dual-registered

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

Experience
9 yrs
States
1
Exams
6
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
GK

Grady Kerr Powers

New York·CRD #7562155
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GK

Grady Kozak

Massachusetts·CRD #8156980
IA Rep

Investment Adviser Rep at BLUEDOOR PRIVATE WEALTH, LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
GO

Grady O. Jackson III

Georgia·CRD #2835700
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
29 yrs
States
2
Exams
5
Since
1997
Est. fee
AUM / Flat Fee
View profile
GR

Grady Roland Saunders

Alabama·CRD #8009612
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
1 yrs
States
51
Exams
3
Since
2025
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
GW

Grady Wirth

Florida·CRD #6460124
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
9 yrs
States
3
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GE

Graeme Eric Newhouse

Hawaii·CRD #1805718
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
GP

Grafton Paul Newman Jr

Florida·CRD #736611
IA Rep

Investment Adviser Rep at SILVER OAK SECURITIES, INC.

Experience
43 yrs
States
3
Exams
4
Since
1983
Est. fee
AUM / Hourly / Flat Fee
View profile
GA

Graham Alan Kessel

Wisconsin·CRD #6188613
Dual-registered

Dual-registered at JOHNSON WEALTH INC.

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Flat Fee
View profile
GA

Graham Alfred Wolfram

New Jersey·CRD #5929996
Dual-registered

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

Experience
15 yrs
States
3
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
GA

Graham Allen Nuttycombe

Georgia·CRD #1933010
Dual-registered

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

Experience
37 yrs
States
3
Exams
5
Since
1989
Est. fee
AUM / Commission / Flat Fee
View profile
GA

Graham Andrew Jones

North Carolina·CRD #6768445
Dual-registered

Dual-registered at BLUEPRINT FINANCIAL ADVISORS

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Hourly
View profile
GB

Graham Bell

California·CRD #7682712
Dual-registered

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

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
GB

Graham Brockett Bolerjack

Illinois·CRD #4346343
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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