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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+)
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Adam David Rubin

New Jersey·CRD #8027859
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
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Adam David Seidman

North Carolina·CRD #6796115
Dual-registered

Dual-registered at MODERN CAPITAL ADVISORS, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$5k
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Adam David Storbakken

Alabama·CRD #7066385
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
5 yrs
States
6
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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Adam David Van Wie

Florida·CRD #6431360
IA Rep

Investment Adviser Rep at STRIVUS WEALTH PARTNERS LLC

Experience
11 yrs
States
3
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
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Adam D Bettis

Kansas·CRD #5352182
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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Adam D Bratton

Tennessee·CRD #7510023
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
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Adam D Brunner

New York·CRD #4806322
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
22 yrs
States
3
Exams
4
Since
2004
Est. fee
AUM / Hourly / Flat Fee
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Adam Dean Steenblock

Arizona·CRD #5286818
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
7
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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Adam Dechtman

Colorado·CRD #6370032
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
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Adam Denton Smith

Tennessee·CRD #5629183
IA Rep

Investment Adviser Rep at PKS ADVISORY SERVICES, LLC

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Flat Fee
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Adam Dexter Jenkins

Alabama·CRD #6550197
Dual-registered

Dual-registered at SOUTHERN FINANCIAL GROUP, LLC

Experience
2 yrs
States
1
Exams
2
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
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Adam D Finstein

Iowa·CRD #7607133
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
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Adam Dickman

Kentucky·CRD #6575256
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM / Hourly / Flat Fee / Other
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Adam D Olson

Nebraska·CRD #5959908
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
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Adam Donald Cartwright

Colorado·CRD #7068881
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
7 yrs
States
10
Exams
3
Since
2019
Est. fee
AUM
Minimum
$50k
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Adam Douglas Lorraine

Florida·CRD #2424747
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Hourly
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Adam Douglas Macdonald

California·CRD #5199964
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Flat Fee
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Adam D Proskovec

Nebraska·CRD #4957628
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
21 yrs
States
1
Exams
12
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Other
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Adam D Steffanus

Illinois·CRD #4999907
Dual-registered

Dual-registered at ADVISORY RESEARCH INC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Performance-based
Minimum
$1.0M
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Adam Duane Insley

Delaware·CRD #7893122
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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Adam Duhaime Mackall

California·CRD #6921166
IA Rep

Investment Adviser Rep at BARNES WEALTH MANAGEMENT GROUP

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
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Adam D Uhlan

Colorado·CRD #1676354
Dual-registered

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

Experience
39 yrs
States
4
Exams
4
Since
1987
Est. fee
AUM / Commission / Flat Fee
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Adam Dylan Epstein

South Carolina·CRD #5489077
Dual-registered

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

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
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Adam Eaton Letheby

Nebraska·CRD #5546402
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / 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.

Financial Advisors - Page 22 | AdvisorFinder