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+)
IM

Irwin Maisner

Connecticut·CRD #1094089
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
43 yrs
States
2
Exams
7
Since
1983
Est. fee
AUM / Flat Fee
View profile
IM

Irwin Michael Zagoria

Florida·CRD #1424184
Dual-registered

Dual-registered at IMZ ADVISORY INC.

Experience
40 yrs
States
1
Exams
5
Since
1986
Est. fee
AUM / Flat Fee
View profile
IB

Iryna Barkley

Michigan·CRD #7796323
IA Rep

Investment Adviser Rep at NICOLET WEALTH MANAGEMENT

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM
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IG

Iryna Grach

New Jersey·CRD #5943945
Dual-registered

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

Experience
15 yrs
States
2
Exams
6
Since
2011
Est. fee
AUM / Commission / Flat Fee
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IP

Iryna Perry

Connecticut·CRD #7656227
Dual-registered

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

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
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IR

Iryna Reutska

New Jersey·CRD #7693049
Dual-registered

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

Experience
3 yrs
States
2
Exams
6
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
IA

Isaac Aaron Wood

South Carolina·CRD #5899536
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
14 yrs
States
1
Exams
6
Since
2012
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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IA

Isaac Alexander Rasmussen

Utah·CRD #8099906
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
IA

Isaac Allen Paden

Nebraska·CRD #5871862
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
1
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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IB

Isaac Barthelmess

Minnesota·CRD #6631796
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Isaac Bartholomew

Connecticut·CRD #8018467
IA Rep

Investment Adviser Rep at SYMMETRY PARTNERS

Experience
2 yrs
States
2
Exams
1
Since
2024
Est. fee
AUM / Other
Minimum
$5k
View profile
IB

Isaac B Johnson

Arkansas·CRD #7007786
IA Rep

Investment Adviser Rep at MACH-1 FINANCIAL GROUP, LLC

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

Isaac B Kamman

New York·CRD #4514112
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
IC

Isaac Cho

Connecticut·CRD #8135847
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

States
2
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
IC

Isaac Christian Taylor

Illinois·CRD #7515556
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
ID

Isaac Dario Murillo

Florida·CRD #7679095
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
ID

Isaac David Dickey

Kansas·CRD #7283999
IA Rep

Investment Adviser Rep at APRIO WEALTH MANAGEMENT, LLC

States
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
ID

Isaac David Senehi

New York·CRD #7654399
Dual-registered

Dual-registered at ROBOTTI & COMPANY ADVISORS, LLC

Experience
3 yrs
States
1
Exams
5
Since
2023
Est. fee
AUM / Performance-based / Other
Minimum
$500k
View profile
ID

Isaac Douglas Scheper

Oklahoma·CRD #7911031
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

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

Isaac D Valancy

Florida·CRD #7483616
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
IE

Isaac Earl William Codrey

Florida·CRD #5528949
Dual-registered

Dual-registered at NAPLES GLOBAL ADVISORS

Experience
10 yrs
States
1
Exams
2
Since
2016
Est. fee
AUM
Minimum
$1.0M
View profile
IE

Isaac Eddie Valles

California·CRD #7679127
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
IE

Isaac Ellsworth Halls

California·CRD #5985502
Dual-registered

Dual-registered at PLAN FINANCIAL

Experience
14 yrs
States
1
Exams
2
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
IE

Isaac Espinoza

Texas·CRD #7200893
Dual-registered

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

Experience
6 yrs
States
1
Exams
3
Since
2020
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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