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+)
AR

Adam Reza Cader

Alabama·CRD #5252684
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
14 yrs
States
51
Exams
5
Since
2012
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
AR

Adam Richard Johnson

Georgia·CRD #5472372
Dual-registered

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

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
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AR

Adam Richard Mattson

Illinois·CRD #5885144
Dual-registered

Dual-registered at HORIZON INVESTMENTS LLC

Experience
14 yrs
States
2
Exams
5
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$250k
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AR

Adam Richard Stojanowski

New York·CRD #4998364
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
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AR

Adam R Little

California·CRD #5898337
Dual-registered

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

Experience
15 yrs
States
3
Exams
6
Since
2011
Est. fee
AUM / Commission / Flat Fee
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AR

Adam Robert Bott

California·CRD #6010725
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
14 yrs
States
3
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
AR

Adam Robert Cook

Texas·CRD #6781184
Dual-registered

Dual-registered at EVERSPIRE

Experience
9 yrs
States
2
Exams
4
Since
2017
Fee
AUM / Other
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AR

Adam Robert Decker

Indiana·CRD #4581403
IA Rep

Investment Adviser Rep at MARINER WEALTH

Experience
24 yrs
States
2
Exams
1
Since
2002
Fee
Other
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AR

Adam Robert Devone

California·CRD #1506645
Dual-registered

Dual-registered at G.W. SHERWOLD ASSOCIATES, INC.

Experience
35 yrs
States
1
Exams
3
Since
1991
Fee
AUM / Hourly / Flat Fee
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AR

Adam Robert Freund

Michigan·CRD #5726306
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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AR

Adam Robert Katch

Wisconsin·CRD #5012407
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
1
Exams
7
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AR

Adam Robert Koson

Tennessee·CRD #7043390
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
AR

Adam Robert Leone

California·CRD #7812445
Dual-registered

Dual-registered at ACCURATE WEALTH MANAGEMENT, LLC

Experience
3 yrs
States
8
Exams
4
Since
2023
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
AR

Adam Robert Reisch

N/A·CRD #6181726
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
13 yrs
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
AR

Adam Roepsch

Iowa·CRD #7835689
IA Rep

Investment Adviser Rep at BEACON CAPITAL MANAGEMENT, INC.

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM
Minimum
$25k
View profile
AR

Adam Ross Shipley

California·CRD #6482848
Dual-registered

Dual-registered at EMERSON EQUITY LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
AR

Adam Ross Zucker

Missouri·CRD #2523656
Dual-registered

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

Experience
32 yrs
States
2
Exams
4
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
AR

Adam Roth

Indiana·CRD #7196165
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
View profile
AR

Adam Rothschild Byck

Georgia·CRD #7791728
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
AR

Adam Roy Van Dyke

California·CRD #3008054
Dual-registered

Dual-registered at EMERSON EQUITY LLC

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
AR

Adam R Perez

California·CRD #4766643
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
22 yrs
States
2
Exams
4
Since
2004
Fee
AUM / Other
View profile
AR

Adam R Rall

Florida·CRD #7340196
IA Rep

Investment Adviser Rep at RALL CAPITAL MANAGEMENT, INC.

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

Adam Ruben Castillo

California·CRD #7227257
Dual-registered

Dual-registered at LIDO

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
AR

Adam Russell

Florida·CRD #6504885
Dual-registered

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

Experience
11 yrs
States
2
Exams
5
Since
2015
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 33 | AdvisorFinder