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+)
BY

Boo Young Song

Alaska·CRD #4334284
Dual-registered

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

Experience
21 yrs
States
27
Exams
4
Since
2005
Fee
AUM / Other
View profile
BQ

Bo Qiao

Alabama·CRD #6748257
Dual-registered

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

Experience
9 yrs
States
53
Exams
7
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
BG

Bora Goldenberg

California·CRD #5371991
Dual-registered

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

Experience
13 yrs
States
5
Exams
4
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
BR

Bo Ram Lim

California·CRD #7832424
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
BN

Boriana Nikolaeva Bakaltcheva

Florida·CRD #6342748
Dual-registered

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

Experience
11 yrs
States
4
Exams
4
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Boris Aron Mirvis

California·CRD #1193018
Dual-registered

Dual-registered at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Experience
38 yrs
States
9
Exams
5
Since
1988
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
BC

Boris Chiporukha

New York·CRD #7991753
Dual-registered

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

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Boris Dragan Desancic

Idaho·CRD #2642815
Dual-registered

Dual-registered at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Experience
30 yrs
States
1
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
BI

Borislava I Ivanova

Texas·CRD #6401697
Dual-registered

Dual-registered at SIMPLIFY ASSET MANAGEMENT INC.

Experience
5 yrs
States
1
Exams
6
Since
2021
Est. fee
AUM / Performance-based
View profile
BL

Boris Leonidovich Mogilevskiy

Alabama·CRD #6805419
Dual-registered

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

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

Boris Michael Castillo

Arizona·CRD #3013130
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
8
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Boris Peresechensky

Florida·CRD #4012834
Dual-registered

Dual-registered at ORANGE INVESTMENT ADVISORS, LLC

Experience
13 yrs
States
1
Exams
2
Since
2013
Est. fee
AUM / Performance-based
View profile
BB

Boriss Bikosvili

California·CRD #6065130
Dual-registered

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

Experience
13 yrs
States
14
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
BZ

Boris Zrnic

Washington·CRD #6422007
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
9 yrs
States
1
Exams
6
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
BC

Boston Cole Harris

Oklahoma·CRD #8156008
IA Rep

Investment Adviser Rep at PLAN GROUP FINANCIAL, INC.

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Flat Fee
View profile
BG

Boulos Gouda Michael

California·CRD #4438646
Dual-registered

Dual-registered at STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS

Experience
25 yrs
States
7
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Bowei Ma

Arkansas·CRD #7194916
Dual-registered

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

Experience
6 yrs
States
24
Exams
5
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BO

Bowen Ogata

Alabama·CRD #6839151
Dual-registered

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

Experience
8 yrs
States
35
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Bo Wilkinson

Utah·CRD #8135934
IA Rep

Investment Adviser Rep at ALBION FINANCIAL GROUP

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BT

Bowlman Tarleton Bowles III

Alabama·CRD #2434255
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
32 yrs
States
42
Exams
4
Since
1994
Est. fee
AUM / Flat Fee
View profile
BR

Bowman Rye Thayer

Massachusetts·CRD #7541407
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

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

Boyan Ognianov Doytchinov

New York·CRD #5560301
Dual-registered

Dual-registered at COMPOUND PLANNING, INC.

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Flat Fee / Other
Minimum
$25k
View profile
BL

Boyce Lee McLoud

Texas·CRD #6646417
IA Rep

Investment Adviser Rep at MARKOWSKI INVESTMENTS

Experience
10 yrs
States
1
Exams
1
Since
2016
Est. fee
AUM / Hourly
View profile
BB

Boyd Barnhardt

North Carolina·CRD #5749201
Dual-registered

Dual-registered at ALPHASTAR CAPITAL MANAGEMENT

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / 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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