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+)
GR

Greg Robert Satz

California·CRD #1636767
Dual-registered

Dual-registered at LIDO

Experience
39 yrs
States
3
Exams
4
Since
1987
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
GS

Greg Scott Lewis

Colorado·CRD #6761252
Dual-registered

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

Experience
8 yrs
States
1
Exams
6
Since
2018
Fee
AUM / Other
View profile
GS

Greg Segal

Colorado·CRD #4764691
Dual-registered

Dual-registered at IMPACT CAPITAL PARTNERS LLC

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
GS

Greg Straka

Georgia·CRD #2573943
Dual-registered

Dual-registered at CAPE INVESTMENT ADVISORY, INC.

Experience
26 yrs
States
2
Exams
5
Since
2000
Fee
AUM
Minimum
$25k
View profile
GA

Grenville Anderson

Massachusetts·CRD #830307
IA Rep

Investment Adviser Rep at MIDDLETON & COMPANY INC.

Experience
5 yrs
States
1
Exams
2
Since
2021
Est. fee
AUM
Minimum
$1.0M
View profile
GW

Gresell Wedel

California·CRD #5796825
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Flat Fee
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GA

Greta Ann Farley

Minnesota·CRD #6755285
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
GB

Gretchen Beth Golembewski

Massachusetts·CRD #2702255
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
29 yrs
States
1
Exams
6
Since
1997
Est. fee
AUM / Flat Fee
View profile
GD

Gretchen Diane Helsel Drumm

California·CRD #8162335
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
GJ

Gretchen Jade Zomermaand

Iowa·CRD #2444403
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Gretchen Lee Zigman

Minnesota·CRD #2417067
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
1
Exams
15
Since
1994
Est. fee
AUM / Flat Fee
View profile
GL

Gretchen L Jones

Florida·CRD #2861102
Dual-registered

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

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
GL

Gretchen Luft Walz

New Jersey·CRD #1290967
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Other
View profile
GM

Gretchen Marie Gawler

Maryland·CRD #5656130
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Flat Fee
View profile
GM

Gretchen Marie Zierolf

California·CRD #3253177
Dual-registered

Dual-registered at LIDO

Experience
17 yrs
States
6
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
GN

Gretchen Nichols

Indiana·CRD #5082232
Dual-registered

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

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
GP

Gretchen P Radach

Illinois·CRD #4598840
Dual-registered

Dual-registered at SIKICH FINANCIAL

Experience
3 yrs
States
1
Exams
3
Since
2023
Fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
GR

Gretchen Rebecca Prince

California·CRD #5260651
Dual-registered

Dual-registered at THE STERLING GROUP

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
GR

Gretchen Ricker

California·CRD #6199483
IA Rep

Investment Adviser Rep at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
13 yrs
States
1
Exams
4
Since
2013
Fee
AUM / Performance-based / Other
View profile
GS

Gretchen Sanders

Tennessee·CRD #4150369
Dual-registered

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

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
GS

Gretchen Smith Bolton

Maryland·CRD #2421965
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
33 yrs
States
1
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
GS

Gretchen Stangier

Oregon·CRD #3022236
Dual-registered

Dual-registered at STANGIER WEALTH MANAGEMENT

Experience
27 yrs
States
3
Exams
6
Since
1999
Est. fee
AUM
Minimum
$50k
View profile
GT

Gretchen T McLaughlin

Colorado·CRD #4994283
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
15 yrs
States
1
Exams
6
Since
2011
Fee
AUM / Flat Fee / Performance-based
View profile
GW

Gretchen Weinnig Beedle

Virginia·CRD #6834653
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
9 yrs
States
1
Exams
5
Since
2017
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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