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+)
IS

Ian Sanchez

California·CRD #7946754
Dual-registered

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

Experience
2 yrs
States
2
Exams
5
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
IS

Ian Scot Fuller

California·CRD #5038163
Dual-registered

Dual-registered at WESTFULLER ADVISORS, LLC

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Flat Fee
Minimum
$3.0M
View profile
IS

Ian Scott Gerrior

Florida·CRD #4018141
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
3
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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IS

Ian Scott Giovinco

Florida·CRD #2735176
Dual-registered

Dual-registered at BALEFIRE, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
IS

Ian Scott McIlvaine

Texas·CRD #5810481
Dual-registered

Dual-registered at AXXCESS WEALTH MANAGEMENT, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
IS

Ian Shanklin

North Carolina·CRD #8261161
Dual-registered

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

States
2
Exams
4
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
IS

Ian Shawn Fremer

New Jersey·CRD #4269744
Dual-registered

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

Experience
25 yrs
States
3
Exams
5
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
IS

Ian Steffensen

New York·CRD #8170217
Dual-registered

Dual-registered at DOMINARI SECURITIES LLC

States
1
Exams
4
Since
2026
Fee
AUM
Minimum
$10.0M
View profile
IT

Ian Thomas Fraley

California·CRD #4506568
IA Rep

Investment Adviser Rep at MISSION CREEK CAPITAL PARTNERS, INC.

Experience
24 yrs
States
1
Exams
1
Since
2002
Est. fee
AUM / Hourly / Performance-based
View profile
IT

Ian Thomas Geffers

New Jersey·CRD #4109186
Dual-registered

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

Experience
26 yrs
States
3
Exams
7
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
IT

Ian Thomas Glassford

Colorado·CRD #4615053
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
IT

Ian Thomas Thanasiu

Ohio·CRD #7666937
IA Rep

Investment Adviser Rep at ADVISORY ALPHA, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
IT

Ian Tobiason

Oregon·CRD #7387975
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
View profile
IT

Ian Todd Wood

Missouri·CRD #7421520
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
IT

Ian Trumpler

Maine·CRD #7598495
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
IT

Ian T Swafford

Illinois·CRD #6622753
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
10 yrs
States
2
Exams
3
Since
2016
Fee
AUM
View profile
IW

Ian Walsh

Massachusetts·CRD #8251275
IA Rep

Investment Adviser Rep at APPLETON PARTNERS, INC.

States
1
Exams
1
Since
2026
Est. fee
AUM
Minimum
$2.0M
View profile
IW

Ian Wayne Bancroft

Michigan·CRD #7920781
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IW

Ian Weiner

Arkansas·CRD #6750787
Dual-registered

Dual-registered at FORTIS CAPITAL ADVISORS, LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
IW

Ian Westbrook Williams

North Carolina·CRD #8303888
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

States
1
Exams
1
Since
2026
Fee
AUM / Hourly / Flat Fee
View profile
IW

Ian William McArthur

Maine·CRD #4200729
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Ian W Tang

California·CRD #1235433
Dual-registered

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

Experience
36 yrs
States
2
Exams
5
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
IA

Ibrahem Alain Safieddine

Colorado·CRD #7184479
Dual-registered

Dual-registered at FORUM CAPITAL ADVISORS LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Fee
AUM / Performance-based
View profile
II

Ibrahim Idrissa Bah

Maryland·CRD #8140585
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

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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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