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

Adam Michael Newman

Tennessee·CRD #5785551
Dual-registered

Dual-registered at THE BURNEY COMPANY

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$750k
View profile
AM

Adam Michael Perry

Texas·CRD #6943921
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
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AM

Adam Michael Vandamme

North Carolina·CRD #6298039
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Flat Fee
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AM

Adam Michael Wheeler

Missouri·CRD #5099018
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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AM

Adam Mitchell Venokur

New York·CRD #4172878
Dual-registered

Dual-registered at APRIO WEALTH MANAGEMENT, LLC

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
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AM

Adam Mohamed Moussa

N/A·CRD #8230809
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Exams
3
Est. fee
AUM / Hourly / Flat Fee
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AM

Adam M Rieger

Pennsylvania·CRD #7807608
IA Rep

Investment Adviser Rep at BRYN MAWR TRUST ADVISORS, LLC

Experience
3 yrs
States
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$100k
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AM

Adam M Sachs

California·CRD #2409963
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
4
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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AM

Adam M Souply

Pennsylvania·CRD #6404741
Dual-registered

Dual-registered at D.B. ROOT & COMPANY, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
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AM

Adam M Walsh

Mississippi·CRD #2371045
Dual-registered

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

Experience
24 yrs
States
6
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
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AM

Adam M Zandonella

Massachusetts·CRD #7289945
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
5 yrs
States
1
Exams
5
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
AN

Adam Nalewajek

New York·CRD #5592318
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AN

Adam Nathan Benson

Minnesota·CRD #2441190
Dual-registered

Dual-registered at SUMMIT CREEK ADVISORS

Experience
13 yrs
States
2
Exams
2
Since
2013
Est. fee
AUM
Minimum
$5.0M
View profile
AN

Adam N Berlien

Oklahoma·CRD #6015388
Dual-registered

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

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
AN

Adam Nels Johnson

New York·CRD #2460767
Dual-registered

Dual-registered at BULLSEYE INVESTMENT GROUP

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM
View profile
AN

Adam Nguyen

Minnesota·CRD #5927308
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AN

Adam Nicholas

Florida·CRD #6295030
Dual-registered

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

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
AN

Adam Noel Stewart

Utah·CRD #4819771
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
20 yrs
States
1
Exams
6
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
AO

Adam O'Brien

Alabama·CRD #5696867
Dual-registered

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

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
AO

Adam O'Dell Coop

Kentucky·CRD #4444217
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
25 yrs
States
1
Exams
3
Since
2001
Fee
AUM / Hourly / Flat Fee / Other
View profile
AO

Adam O Ihasz

Texas·CRD #2314749
Dual-registered

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

Experience
31 yrs
States
2
Exams
13
Since
1995
Est. fee
AUM / Commission / Flat Fee
View profile
AP

Adam Palafox

Texas·CRD #8069307
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Adam Patrick Lesperance

Michigan·CRD #4249723
Dual-registered

Dual-registered at CG ADVISORY SERVICES

Experience
26 yrs
States
1
Exams
4
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$5k
View profile
AP

Adam Patrick Scherer

Connecticut·CRD #4808038
Dual-registered

Dual-registered at BLUEPRINT FINANCIAL ADVISORS

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly
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 31 | AdvisorFinder