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+)
BT

Benjamin Thomas Jolly

Alaska·CRD #4636261
Dual-registered

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

Experience
23 yrs
States
30
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Benjamin Thomas Sweatt

Arkansas·CRD #7929044
Dual-registered

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

Experience
2 yrs
States
12
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Benjamin T Jong

Alabama·CRD #5200117
Dual-registered

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

Experience
19 yrs
States
53
Exams
6
Since
2007
Est. fee
AUM / Commission / Flat Fee
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BT

Benjamin T Maulone

Alabama·CRD #8048468
Dual-registered

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

Experience
1 yrs
States
53
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
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BT

Benjamin Tyler Hopper

Alabama·CRD #6943605
Dual-registered

Dual-registered at KPP ADVISORY SERVICES LLC

Experience
7 yrs
States
24
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
BV

Benjamin Vaughn Workman

Alabama·CRD #4905862
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
36
Exams
7
Since
2005
Est. fee
AUM / Flat Fee
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BV

Benjamin Vazquez

California·CRD #7084723
Dual-registered

Dual-registered at TRILOGY CAPITAL, INC.

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BV

Benjamin Vigil

Arizona·CRD #7369761
Dual-registered

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

Experience
5 yrs
States
13
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
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BW

Benjamin Wada

Arizona·CRD #2769831
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
26 yrs
States
23
Exams
4
Since
2000
Est. fee
AUM / Hourly / Flat Fee / Other
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BW

Benjamin Wade Melnick

Ohio·CRD #6594976
Dual-registered

Dual-registered at MEYERS WEALTH MANAGEMENT, LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM
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BW

Benjamin Wade Presley

Kansas·CRD #8132660
Dual-registered

Dual-registered at CATALYST WEALTH MANAGEMENT LLC

States
5
Exams
3
Since
2026
Est. fee
AUM
Minimum
$1k
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BW

Benjamin Wagner

Alabama·CRD #7236375
Dual-registered

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

Experience
2 yrs
States
52
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Benjamin W Albaitis

Arkansas·CRD #5963530
Dual-registered

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

Experience
13 yrs
States
28
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Benjamin W Bruner

California·CRD #7355996
IA Rep

Investment Adviser Rep at LIDO

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

Benjamin W Culver

Alabama·CRD #4495249
Dual-registered

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

Experience
24 yrs
States
47
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Benjamin Webb Sabin

Michigan·CRD #5167298
Dual-registered

Dual-registered at FORTIS CAPITAL ADVISORS, LLC

Experience
20 yrs
States
5
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
BW

Benjamin Weil Steinhorn

California·CRD #7958545
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
BW

Benjamin Weinberg

New York·CRD #7367992
IA Rep

Investment Adviser Rep at EDGE WEALTH MANAGEMENT, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM
View profile
BW

Benjamin West Hunsaker

Arizona·CRD #7014637
IA Rep

Investment Adviser Rep at INTEGRITY ADVISORY SOLUTIONS

Experience
2 yrs
States
1
Exams
2
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
BW

Benjamin West Justice

Utah·CRD #6053543
Dual-registered

Dual-registered at SOLTIS INVESTMENT ADVISORS, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
BW

Benjamin Wicks

Washington·CRD #5268232
IA Rep

Investment Adviser Rep at HIGHTOWER ADVISORS, LLC

Experience
19 yrs
States
1
Exams
1
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BW

Benjamin William Lucas

Massachusetts·CRD #7308418
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
6 yrs
States
2
Exams
1
Since
2020
Est. fee
AUM / Flat Fee
View profile
BW

Benjamin William Munson

South Carolina·CRD #7817127
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Other
View profile
BW

Benjamin William Murray

Ohio·CRD #7190572
IA Rep

Investment Adviser Rep at SUMMIT FINANCIAL STRATEGIES INC

Experience
7 yrs
States
1
Since
2019
Est. fee
AUM / Other
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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