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+)
GW

Gregg William Schaefer

California·CRD #4713814
Dual-registered

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

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
GW

Gregg Woolven

Connecticut·CRD #4846317
Dual-registered

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

Experience
15 yrs
States
2
Exams
4
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
GH

Greg Hassett

Texas·CRD #5018233
Dual-registered

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

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
GH

Greg Hoser

New Jersey·CRD #4926315
Dual-registered

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

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
GH

Greg Humphreys

Kansas·CRD #8246068
IA Rep

Investment Adviser Rep at CORNERSTONE SECURITIES LLC

States
2
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
GK

Greg Kittilson

California·CRD #2520514
Dual-registered

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

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
GL

Greg Lebold

Kansas·CRD #1250480
Dual-registered

Dual-registered at CONVERGENCE FINANCIAL

Experience
41 yrs
States
3
Exams
4
Since
1985
Fee
AUM / Hourly / Flat Fee
View profile
GL

Greg Leslie McMullen

Pennsylvania·CRD #2377070
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
33 yrs
States
1
Exams
7
Since
1993
Fee
AUM / Hourly / Flat Fee
View profile
GL

Greg Lynn Pratte

Missouri·CRD #5706180
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Fee
AUM / Other
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GM

Greg M. Kelley

Connecticut·CRD #6671723
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
10 yrs
States
3
Exams
5
Since
2016
Est. fee
AUM / Flat Fee
View profile
GM

Greg M Rosen

California·CRD #5421876
Dual-registered

Dual-registered at LAUREL OAK WEALTH MANAGEMENT, LLC

Experience
18 yrs
States
13
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
GM

Greg M Wisniewski

New York·CRD #7545422
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
GT

Gregorio Torres Druehl

N/A·CRD #4316714
Dual-registered

Dual-registered at MASON INVESTMENT ADVISORY SERVICES INC

Experience
15 yrs
Exams
4
Since
2011
Fee
AUM / Flat Fee
View profile
GA

Gregory Aaron Bitz

Florida·CRD #2807121
IA Rep

Investment Adviser Rep at WBH ADVISORY, INC.

Experience
30 yrs
States
2
Exams
1
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
GA

Gregory Aaron Franklin

Ohio·CRD #1365907
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
41 yrs
States
1
Exams
4
Since
1985
Fee
AUM / Hourly / Flat Fee / Other
View profile
GA

Gregory Adam Haywood

Minnesota·CRD #5907478
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GA

Gregory Adam Mosick

New York·CRD #4126201
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
GA

Gregory A Degraeve

Connecticut·CRD #5722861
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
GA

Gregory A. Garcia

Georgia·CRD #5206726
IA Rep

Investment Adviser Rep at STRATEGIC BLUEPRINT, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Subscription / Other
Minimum
$25k
View profile
GA

Gregory A Herbison

New York·CRD #5427552
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

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

Gregory Alan Beane

Maryland·CRD #2095314
Dual-registered

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

Experience
36 yrs
States
2
Exams
7
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
GA

Gregory Alan Bokenkamp

California·CRD #6977547
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GA

Gregory Alan Bowar

Minnesota·CRD #1445036
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GA

Gregory Alan Crosby

California·CRD #1406664
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
41 yrs
States
2
Exams
4
Since
1985
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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