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+)
AV

Anita Vesma Savage

Alabama·CRD #2100766
Dual-registered

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

Experience
36 yrs
States
40
Exams
4
Since
1990
Est. fee
AUM / Commission / Flat Fee
View profile
AG

Anitha G Rao

Georgia·CRD #5774635
IA Rep

Investment Adviser Rep at FINANCIAL ARCHITECTS, LLC

Experience
16 yrs
States
2
Since
2010
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
AN

Anitha Nicole Graves

California·CRD #7813433
IA Rep

Investment Adviser Rep at CHATTERTON & ASSOCIATES

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
AC

Anitra Carol Brennan

Alabama·CRD #4060248
Dual-registered

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

Experience
23 yrs
States
36
Exams
4
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
AN

Anittah Neal Patrick

Arizona·CRD #7543845
Dual-registered

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

Experience
4 yrs
States
18
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
AB

Anja Brooke Nickel

California·CRD #6396335
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
11 yrs
States
18
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
AS

Anjali Sameer Mehta

Texas·CRD #8102645
IA Rep

Investment Adviser Rep at WATERLOO CAPITAL

States
1
Exams
1
Since
2026
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$1.0M
View profile
AB

Anjana Batra

Kentucky·CRD #8087101
IA Rep

Investment Adviser Rep at THE PROSPERITY PEOPLE

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

Anjanette Monique Phetteplace

Colorado·CRD #5074559
IA Rep

Investment Adviser Rep at ARAX ADVISORY PARTNERS

Experience
15 yrs
States
2
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
AS

Anja Spillane

Alaska·CRD #5041865
Dual-registered

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

Experience
8 yrs
States
17
Exams
5
Since
2018
Fee
AUM / Other
View profile
AS

Anja Stinnett

Alabama·CRD #6154587
Dual-registered

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

Experience
13 yrs
States
53
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
AB

Anjelica Brinkofski

Arizona·CRD #6790843
Dual-registered

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

Experience
9 yrs
States
25
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
AS

Anjian Su

California·CRD #4229474
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
22 yrs
States
10
Exams
5
Since
2004
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
AM

Ankita Maitra

Arizona·CRD #7475742
Dual-registered

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

Experience
4 yrs
States
7
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
AP

Ankita Pandey

Alabama·CRD #6983095
Dual-registered

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

Experience
8 yrs
States
53
Exams
4
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
AP

Ankit Palan

California·CRD #6508933
Dual-registered

Dual-registered at CROSS FINANCIAL ADVISORS

Experience
11 yrs
States
4
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
AP

Ankit Paliwal

New York·CRD #6059312
Dual-registered

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

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
AM

Ankur Manchanda

California·CRD #4632611
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
22 yrs
States
17
Exams
6
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AA

Anna Abma

Alabama·CRD #1778571
Dual-registered

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

Experience
19 yrs
States
53
Exams
5
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
AP

Annaamalaii Palani

California·CRD #7006161
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
7 yrs
States
6
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
AA

Anna Aurora Desantis

Alabama·CRD #7173787
Dual-registered

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

Experience
5 yrs
States
30
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
AB

Anna Balison Wessell

Alaska·CRD #7014076
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
6 yrs
States
40
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
View profile
AB

Anna Battle

California·CRD #7604638
Dual-registered

Dual-registered at IEQ CAPITAL, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
View profile
AA

Ann Abel Cooper

California·CRD #6236774
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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.

Financial Advisors - Page 207 | AdvisorFinder