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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+)
BN

Brad Nicholas Zoltak

Kentucky·CRD #4634599
Dual-registered

Dual-registered at RENAISSANCE INVESTMENT MANAGEMENT

Experience
7 yrs
States
1
Exams
4
Since
2019
Fee
AUM
View profile
BP

Brad Philip Green

Arizona·CRD #1450888
Dual-registered

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

Experience
40 yrs
States
24
Exams
5
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
BR

Brad Richard Parker

Alaska·CRD #4258472
Dual-registered

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

Experience
17 yrs
States
24
Exams
4
Since
2009
Fee
AUM / Other
View profile
BR

Brad R Margison

Alabama·CRD #6050408
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
14 yrs
States
26
Exams
3
Since
2012
Est. fee
AUM / Flat Fee
View profile
BR

Brad Robert Sanders

Texas·CRD #3081346
Dual-registered

Dual-registered at CAIN, WATTERS & ASSOCIATES, LLC

Experience
24 yrs
States
1
Exams
3
Since
2002
Fee
AUM / Hourly / Flat Fee
View profile
BR

Brad Roger Nettune

Arizona·CRD #2866110
Dual-registered

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

Experience
27 yrs
States
20
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Brad Stephen Steinback

Arizona·CRD #2378396
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
25
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Brad Steven Hipsley

New York·CRD #8054386
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BT

Brad Thomas Whitman

Alaska·CRD #4127202
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
44
Exams
7
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BT

Brad T Klontz Dr

California·CRD #6256625
IA Rep

Investment Adviser Rep at OCCIDENTAL ASSET MANAGEMENT, LLC

Experience
13 yrs
States
3
Since
2013
Est. fee
AUM
Minimum
$500k
View profile
BT

Brad Travis

Kentucky·CRD #2509523
IA Rep

Investment Adviser Rep at OWEN LARUE FINANCIAL GROUP

Experience
32 yrs
States
1
Exams
1
Since
1994
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
BT

Brad Truong Chi

Arizona·CRD #7137942
Dual-registered

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

Experience
7 yrs
States
7
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brad Tyson Fuller

California·CRD #7938635
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
2 yrs
States
3
Exams
3
Since
2024
Fee
AUM / Hourly / Flat Fee / Other
View profile
BW

Brad Welling Manchester

Georgia·CRD #4274278
Dual-registered

Dual-registered at &PARTNERS

Experience
26 yrs
States
4
Exams
4
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
BW

Brad William Bardy

Alabama·CRD #4115454
Dual-registered

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

Experience
26 yrs
States
22
Exams
5
Since
2000
Fee
AUM / Other
View profile
BW

Brad William Flood

New Jersey·CRD #8089011
IA Rep

Investment Adviser Rep at TENON FINANCIAL

Experience
1 yrs
States
2
Since
2025
Est. fee
Flat Fee
View profile
BW

Brad William Michels

Indiana·CRD #2797528
Dual-registered

Dual-registered at CX INSTITUTIONAL, LLC

Experience
22 yrs
States
2
Exams
4
Since
2004
Est. fee
AUM / Flat Fee
Minimum
$5k
View profile
BW

Brad William Young

California·CRD #1662036
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
16
Exams
5
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BY

Brad Yablonsky

Alabama·CRD #6027004
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
14 yrs
States
44
Exams
3
Since
2012
Est. fee
AUM / Flat Fee
View profile
BA

Brady Alan Jacobsen

Alaska·CRD #6160424
Dual-registered

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

Experience
13 yrs
States
7
Exams
3
Since
2013
Fee
AUM / Other
View profile
BA

Brady Alan Stephens

Alabama·CRD #8172995
Dual-registered

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

States
52
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brady Alexander Johnson

Indiana·CRD #8161110
IA Rep

Investment Adviser Rep at CURRY WEBB WEALTH MANAGEMENT LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM
View profile
BA

Brady Allen Cox

Louisiana·CRD #7833853
IA Rep

Investment Adviser Rep at THE SUM

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
Hourly / Flat Fee
View profile
BA

Brady Andrew Emmi

Alabama·CRD #7540000
Dual-registered

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

Experience
2 yrs
States
42
Exams
3
Since
2024
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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