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+)
BM

Benjamin Michael Davis

Alabama·CRD #7576442
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
28
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
View profile
BM

Benjamin Michael Jones

Arizona·CRD #7292451
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
6 yrs
States
28
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BM

Benjamin Michael Klein

Alabama·CRD #2898422
Dual-registered

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

Experience
24 yrs
States
53
Exams
3
Since
2002
Est. fee
AUM / Commission / Flat Fee
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BM

Benjamin Michael Martin

Alabama·CRD #7588348
Dual-registered

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

Experience
4 yrs
States
53
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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BM

Benjamin Michael Packer

Illinois·CRD #7538171
Dual-registered

Dual-registered at RITHOLTZ WEALTH MANAGEMENT

Experience
2 yrs
States
1
Exams
4
Since
2024
Fee
AUM / Flat Fee
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BM

Benjamin Michael Pogorelc

Indiana·CRD #8151303
IA Rep

Investment Adviser Rep at WELLINGTON INVESTMENT ADVISORS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
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BM

Benjamin Michael Svoboda

Texas·CRD #7626216
IA Rep

Investment Adviser Rep at CAIN, WATTERS & ASSOCIATES, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM / Hourly / Flat Fee
View profile
BM

Benjamin Michael Weinstock

California·CRD #6092953
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
12 yrs
States
3
Exams
8
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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BM

Benjamin Michael Williams

Connecticut·CRD #5172030
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
BM

Benjamin Miller Garrison

Alabama·CRD #7261115
Dual-registered

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

Experience
5 yrs
States
22
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
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BM

Benjamin M Kapusta

California·CRD #6431296
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
11 yrs
States
10
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BM

Benjamin M Klutenkamper

Missouri·CRD #6276877
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
BM

Benjamin M Nerl

Alabama·CRD #5149314
Dual-registered

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

Experience
19 yrs
States
49
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Benjamin M Oberfeld

Alaska·CRD #7560880
Dual-registered

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

Experience
4 yrs
States
38
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Benjamin Murphy

Oregon·CRD #7906114
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
BM

Benjamin Murray

Florida·CRD #8175290
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

States
4
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Benjamin M Waller

Maryland·CRD #5704581
IA Rep

Investment Adviser Rep at WBH ADVISORY, INC.

Experience
17 yrs
States
2
Exams
1
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Benjamin Myers Mander

Massachusetts·CRD #8298567
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BN

Benjamin Nathaniel Ricker

Florida·CRD #4661575
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
8
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BN

Benjamin Nathaniel Zavala

Arizona·CRD #7486348
Dual-registered

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

Experience
4 yrs
States
10
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BN

Benjamin Nir

Alabama·CRD #6560091
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
28
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
BO

Benjamin Odessey Stephenson

Alabama·CRD #6828564
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
8 yrs
States
37
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
BO

Benjamin Offenhartz

Illinois·CRD #6116916
IA Rep

Investment Adviser Rep at SAVVY

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

Benjamin Omar Kirksey

Arizona·CRD #5410661
Dual-registered

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

Experience
19 yrs
States
15
Exams
3
Since
2007
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.

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