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+)
AH

Adam Howard Zunino

California·CRD #1918553
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
37 yrs
States
7
Exams
7
Since
1989
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AH

Adam Howard Zunino Jr

California·CRD #7522906
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AI

Adam Itai Marek

N/A·CRD #8124145
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
Exams
3
Est. fee
AUM / Hourly / Flat Fee
View profile
AJ

Adam Jack White

New York·CRD #5270943
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
AJ

Adam Jacob Bressler

Michigan·CRD #7377012
IA Rep

Investment Adviser Rep at DAHRING | CUSMANO AND ASSOCIATES

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

Adam James Bedrossian

California·CRD #6972519
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
AJ

Adam James Buss

Iowa·CRD #7080655
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
3
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
AJ

Adam James Cook

Texas·CRD #2724625
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
30 yrs
States
1
Exams
5
Since
1996
Fee
AUM / Flat Fee / Performance-based
View profile
AJ

Adam James Dekker

Arizona·CRD #6281587
IA Rep

Investment Adviser Rep at SILVER OAK SECURITIES, INC.

Experience
12 yrs
States
2
Exams
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
AJ

Adam James Donlevie

California·CRD #5369320
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
19 yrs
States
4
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
AJ

Adam James Hager

North Carolina·CRD #7311932
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AJ

Adam James Henningsen

Wisconsin·CRD #8051193
IA Rep

Investment Adviser Rep at NICOLET WEALTH MANAGEMENT

Experience
1 yrs
States
1
Since
2025
Est. fee
AUM
View profile
AJ

Adam James Knapik

Virginia·CRD #6530945
Dual-registered

Dual-registered at RESTON WEALTH MANAGEMENT

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$1.0M
View profile
AJ

Adam James McLellan

Florida·CRD #5225581
Dual-registered

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

Experience
20 yrs
States
2
Exams
6
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
AJ

Adam James Niestradt

Ohio·CRD #6466950
IA Rep

Investment Adviser Rep at RITHOLTZ WEALTH MANAGEMENT

Experience
10 yrs
States
1
Since
2016
Fee
AUM / Flat Fee
View profile
AJ

Adam James Oliver

Arizona·CRD #7801146
IA Rep

Investment Adviser Rep at STONE ISLAND FINANCIAL PLANNING

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
AJ

Adam James Seifts

Connecticut·CRD #5562057
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AJ

Adam James Smolich

Illinois·CRD #4349987
IA Rep

Investment Adviser Rep at CLEMENT STREET CAPITAL LLC

Experience
15 yrs
States
1
Exams
1
Since
2011
Fee
AUM / Flat Fee
Minimum
$500k
View profile
AJ

Adam James Spall

Connecticut·CRD #7136327
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
AJ

Adam James Stoeppler

California·CRD #6367137
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
11 yrs
States
2
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
AJ

Adam Jason Abramowitz

Ohio·CRD #2898995
Dual-registered

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

Experience
29 yrs
States
2
Exams
7
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
AJ

Adam Jason Pollack

Ohio·CRD #6211412
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
12 yrs
States
2
Exams
2
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
AJ

Adam Jason Rosenfeld

Florida·CRD #4310098
Dual-registered

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

Experience
25 yrs
States
2
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
AJ

Adam Jason Schur

New York·CRD #2422950
Dual-registered

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

Experience
31 yrs
States
2
Exams
5
Since
1995
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.

Financial Advisors - Page 25 | AdvisorFinder