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+)
IA

Isaiah Alexander Real

California·CRD #5917996
Dual-registered

Dual-registered at LAGUNA WEALTH ADVISORS, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM
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IA

Isaiah Aponte

New York·CRD #7232391
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
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IA

Isaiah Aston Hinds

Colorado·CRD #7138177
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
Minimum
$2.0M
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IB

Isaiah Banuelos

Texas·CRD #8140603
Dual-registered

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

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
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IB

Isaiah Brownman

Florida·CRD #7863958
IA Rep

Investment Adviser Rep at HBKS WEALTH ADVISORS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
IC

Isaiah C. Edison

Oklahoma·CRD #5674093
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
16 yrs
States
2
Exams
5
Since
2010
Est. fee
AUM / Hourly / Flat Fee
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IC

Isaiah Cooper

Pennsylvania·CRD #7147726
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
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ID

Isaiah Daniel Palm

California·CRD #7910199
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
IE

Isaiah Enrique Scott

Florida·CRD #7796355
IA Rep

Investment Adviser Rep at AGW CAPITAL ADVISORS

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

Isaiah Gray Porter

Virginia·CRD #8009971
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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IJ

Isaiah James Carroll

Pennsylvania·CRD #7189274
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
7 yrs
States
2
Exams
1
Since
2019
Est. fee
AUM / Flat Fee
View profile
IJ

Isaiah James Mundell

Iowa·CRD #6507704
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
IJ

Isaiah Joel Flaten

Minnesota·CRD #8044349
IA Rep

Investment Adviser Rep at ONEASCENT FINANCIAL SERVICES LLC

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
IN

Isaiah Nelsen

New York·CRD #6658374
Dual-registered

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

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
IS

Isaiah Smith II

North Carolina·CRD #4003717
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
IS

Isaiah Stegman

Iowa·CRD #6022562
Dual-registered

Dual-registered at BEACON CAPITAL MANAGEMENT, INC.

Experience
14 yrs
States
1
Exams
8
Since
2012
Est. fee
AUM
Minimum
$25k
View profile
IS

Isaiah Swanson

Nebraska·CRD #8188845
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

States
1
Exams
1
Since
2026
Fee
AUM
View profile
IV

Isaiah Valentine Carter

Alabama·CRD #5554686
Dual-registered

Dual-registered at MISSIONSQUARE WEALTH MANAGEMENT

Experience
16 yrs
States
47
Exams
4
Since
2010
Fee
AUM
View profile
IZ

Isaiah Zachary Moya

New Mexico·CRD #7543399
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

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

Isashei Ortiz

Rhode Island·CRD #6592212
Dual-registered

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

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
IO

Iselle Obregon

Florida·CRD #5925228
Dual-registered

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

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
IA

Ishaan Anil Jagiasi

New York·CRD #8261156
Dual-registered

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

States
2
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
IP

Ishaan P. Shah

Pennsylvania·CRD #6086598
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
14 yrs
States
2
Exams
6
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
ID

Isha Doshi

New Jersey·CRD #7440485
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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