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+)
GS

Gwenne Siron Bacani

California·CRD #3171188
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Flat Fee
View profile
GL

Gypsy L Daniel

Florida·CRD #4668710
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
HM

Haad Mahir Majied

North Carolina·CRD #5075468
Dual-registered

Dual-registered at STRATOS WEALTH ADVISORS LLC

Experience
19 yrs
States
3
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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HH

Habib H Yousefzadeh

Oklahoma·CRD #2040880
Dual-registered

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

Experience
36 yrs
States
2
Exams
6
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
HM

Habib Marcos Iskander

California·CRD #2326918
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
2
Exams
6
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HM

Habib Murad

Texas·CRD #8279688
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
HM

Hadassah Mashal Mooney

Texas·CRD #7977028
Dual-registered

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

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

Hadi Ahmadi Aval

California·CRD #6849508
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
8 yrs
States
2
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
HH

Hadi Hachem

New York·CRD #3132993
Dual-registered

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

Experience
18 yrs
States
2
Exams
8
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
HS

Hadi Samir Hassan

California·CRD #2408724
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
33 yrs
States
1
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
View profile
HA

Hadley Ann Nielson

California·CRD #7238040
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HA

Hadley Arthur Weinberg

California·CRD #1067802
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
44 yrs
States
5
Exams
4
Since
1982
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
HF

Hadley Fitzsimons Smith

New York·CRD #7987750
IA Rep

Investment Adviser Rep at CIRCLE WEALTH MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Flat Fee
Minimum
$50.0M
View profile
HK

Hadley Kendall Crosby

N/A·CRD #7507849
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
4 yrs
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
HA

Hadrick Alexis Green

Hawaii·CRD #8049347
IA Rep

Investment Adviser Rep at BRIGHTREE WEALTH MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Hourly / Flat Fee
View profile
HS

Haeseong Shin

California·CRD #7332628
Dual-registered

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

Experience
5 yrs
States
2
Exams
5
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
HS

Hafeez S Fazal

Georgia·CRD #5480759
Dual-registered

Dual-registered at REGISTER FINANCIAL ADVISORS, LLC

Experience
18 yrs
States
2
Exams
4
Since
2008
Fee
AUM / Hourly / Flat Fee
View profile
HJ

Hagop Jack Karadanaian

California·CRD #4041345
Dual-registered

Dual-registered at LAZARI CAPITAL MANAGEMENT, INC.

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$250k
View profile
HY

Hahn Young

Washington·CRD #4215154
Dual-registered

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

Experience
25 yrs
States
1
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
HL

Haidee Lin

California·CRD #4639822
Dual-registered

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

Experience
23 yrs
States
2
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
HR

Haider Rasul Khokhar

Maryland·CRD #8067888
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
HQ

Haidy Qui Lang Collado Fung

Maryland·CRD #7989056
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
HS

Haig Shahinian

New Jersey·CRD #6484555
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
HJ

Hailee Jean Brigman

California·CRD #7147912
Dual-registered

Dual-registered at KNIGHTSBRIDGE WEALTH MANAGEMENT

Experience
4 yrs
States
1
Exams
4
Since
2022
Fee
AUM / Performance-based
Minimum
$500k
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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