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+)
AM

Anna Mackenzie Christensen

Alabama·CRD #7009718
Dual-registered

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

Experience
7 yrs
States
31
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
AR

Annamalai Rajendran

California·CRD #2458038
IA Rep

Investment Adviser Rep at FAMILY CFO INC

Experience
15 yrs
States
1
Exams
1
Since
2011
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
AM

Anna Margaret Lomnicki

Arizona·CRD #7831067
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
27
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
View profile
AM

Anna Maria Femat

Alabama·CRD #2441971
Dual-registered

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

Experience
31 yrs
States
30
Exams
3
Since
1995
Est. fee
AUM / Commission / Flat Fee
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AM

Anna Maria Pujolas

New York·CRD #4689186
Dual-registered

Dual-registered at COLLINS ADVISORS, LLC

Experience
22 yrs
States
1
Exams
6
Since
2004
Est. fee
AUM
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AM

Anna Maria Spurgin

Illinois·CRD #1325151
Dual-registered

Dual-registered at THE MATHER GROUP, LLC

Experience
24 yrs
States
2
Exams
7
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
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AM

Anna Marie Bertrand

Missouri·CRD #7024460
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AB

Annamarie Bevinetto

Connecticut·CRD #2784916
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
27 yrs
States
3
Exams
7
Since
1999
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
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AM

Anna Marie Bloom

Alabama·CRD #1414896
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
30 yrs
States
48
Exams
10
Since
1996
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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AB

Annamarie B Van Til

Alabama·CRD #4151735
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
25 yrs
States
36
Exams
6
Since
2001
Est. fee
AUM / Flat Fee
View profile
AM

Anna Marie Ciani

Kansas·CRD #6797821
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AM

Anna Marie Downs

Arizona·CRD #5211564
IA Rep

Investment Adviser Rep at ON INVESTMENT MANAGEMENT CO

Experience
19 yrs
States
8
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
AG

Annamarie Geralyn Formicola

California·CRD #1282737
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Anna Marie Highter

Arizona·CRD #2403242
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
22 yrs
States
37
Exams
5
Since
2004
Est. fee
AUM / Flat Fee
View profile
AM

Anna Marie Makris

Georgia·CRD #6804235
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
4
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AM

Anna Marie McCahill

Alabama·CRD #7439791
Dual-registered

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

Experience
2 yrs
States
34
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
AM

Anna Marie Meurer

Illinois·CRD #5197293
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AO

Anna-Marie Ocampo Lovell

California·CRD #5498414
Dual-registered

Dual-registered at INFINITY FINANCIAL SERVICES ADVISORY

Experience
18 yrs
States
12
Exams
5
Since
2008
Fee
AUM / Hourly
Minimum
$10k
View profile
AM

Anna Marie Stotka

California·CRD #1282024
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
41 yrs
States
10
Exams
3
Since
1985
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AM

Anna Marie Touchard

Alabama·CRD #2355898
Dual-registered

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

Experience
33 yrs
States
53
Exams
3
Since
1993
Est. fee
AUM / Commission / Flat Fee
View profile
AM

Anna Marie Turco

Arizona·CRD #2602567
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
6
Exams
6
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AM

Anna Mari Ferraro

Alabama·CRD #2768796
Dual-registered

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

Experience
21 yrs
States
38
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
AM

Anna Massey

Florida·CRD #7844518
IA Rep

Investment Adviser Rep at JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Experience
1 yrs
States
2
Exams
1
Since
2025
Est. fee
AUM / Flat Fee / Performance-based
View profile
AM

Anna Maurine Healy

Colorado·CRD #5317591
Dual-registered

Dual-registered at IMPACT CAPITAL PARTNERS LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / 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.

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