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+)
BJ

Bernard James Braudis

Massachusetts·CRD #1739556
Dual-registered

Dual-registered at SOLTIS INVESTMENT ADVISORS, LLC

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
BJ

Bernard James Muth

Colorado·CRD #5216316
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
20 yrs
States
11
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BJ

Bernard Jon Rosen

Colorado·CRD #7799203
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
10
Exams
5
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Bernard Joseph McCole

California·CRD #3041422
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
28 yrs
States
8
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
BK

Bernard Katz

Florida·CRD #1086995
Dual-registered

Dual-registered at WEALTH EFFECTS

Experience
5 yrs
States
1
Exams
3
Since
2021
Fee
AUM
View profile
BL

Bernard Leo Donohue III

Massachusetts·CRD #4028837
Dual-registered

Dual-registered at FINANCIAL TRANSPARENCY

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
BL

Bernard Levi Hirsh

California·CRD #2322162
Dual-registered

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

Experience
20 yrs
States
18
Exams
5
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BL

Bernard L Kashmann

Arizona·CRD #873065
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
47 yrs
States
43
Exams
9
Since
1979
Est. fee
AUM / Flat Fee
View profile
BL

Bernard Louis Smit

Alabama·CRD #1416473
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
41 yrs
States
40
Exams
3
Since
1985
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BM

Bernard Michael Avon

Florida·CRD #6677930
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
10 yrs
States
8
Exams
3
Since
2016
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
BM

Bernard Michael Kroll

Virginia·CRD #6743229
Dual-registered

Dual-registered at THOMPSON SIEGEL & WALMSLEY LLC

Experience
9 yrs
States
1
Exams
4
Since
2017
Fee
AUM / Performance-based
View profile
BN

Bernard Neal Ackerman

South Carolina·CRD #3103002
IA Rep

Investment Adviser Rep at BNA WEALTH

Experience
27 yrs
States
1
Exams
4
Since
1999
Est. fee
AUM / Flat Fee
View profile
BN

Bernard Nmn Lanigan

Georgia·CRD #2942282
IA Rep

Investment Adviser Rep at SOUTHEAST ASSET ADVISORS, LLC

Experience
23 yrs
States
1
Exams
1
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BF

Bernardo Ferrao Lucena

California·CRD #5835773
Dual-registered

Dual-registered at INSIGNEO ADVISORY SERVICES, LLC

Experience
16 yrs
States
9
Exams
3
Since
2010
Est. fee
AUM / Flat Fee / Other
Minimum
$100k
View profile
BH

Bernardo Hubard

California·CRD #5051597
Dual-registered

Dual-registered at MONEX ASSET MANAGEMENT, INC.

Experience
20 yrs
States
2
Exams
5
Since
2006
Est. fee
AUM / Flat Fee
Minimum
$300k
View profile
BV

Bernardo Velez Diego Fernandez

Texas·CRD #7025992
Dual-registered

Dual-registered at GFS ADVISORS LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Fee
AUM / Performance-based
View profile
BP

Bernard Patrick McGloin

California·CRD #7062941
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
3 yrs
States
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BP

Bernard P Rooney Jr

Arizona·CRD #4522701
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
24 yrs
States
10
Exams
4
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BS

Bernard Selz

New Jersey·CRD #418681
Dual-registered

Dual-registered at INGALLS & SNYDER LLC

Experience
58 yrs
States
2
Exams
6
Since
1968
Fee
AUM / Flat Fee / Performance-based
Minimum
$100k
View profile
BS

Bernard S Mason

Alabama·CRD #5857490
Dual-registered

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

Experience
16 yrs
States
30
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Bernard Steven Kent

Michigan·CRD #2665636
Dual-registered

Dual-registered at ARAX ADVISORY PARTNERS

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
BS

Bernard Suissa

Arizona·CRD #2533050
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
29
Exams
4
Since
1994
Est. fee
AUM / Flat Fee
View profile
BT

Bernard Thomas Adelstein

Texas·CRD #8225496
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
BT

Bernard Thomas Garrah Jr

Illinois·CRD #2766301
Dual-registered

Dual-registered at TEMPO WEALTH

Experience
30 yrs
States
2
Exams
3
Since
1996
Fee
AUM / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
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.

Financial Advisors - Page 325 | AdvisorFinder