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+)
AM

Adan M Torres

California·CRD #7184880
Dual-registered

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

Experience
6 yrs
States
1
Exams
5
Since
2020
Fee
AUM / Other
View profile
AH

Addie Hon Hung Ng

Minnesota·CRD #734266
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
45 yrs
States
1
Exams
6
Since
1981
Est. fee
AUM / Hourly / Flat Fee
View profile
AE

Addington Elliott Rambo

New Jersey·CRD #6346503
Dual-registered

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

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

Addison Beatty Dascombe

North Carolina·CRD #6506095
IA Rep

Investment Adviser Rep at NEW REPUBLIC PARTNERS

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$10.0M
View profile
AB

Addison Bowyer

California·CRD #6823850
Dual-registered

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

Experience
9 yrs
States
3
Exams
6
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
AD

Addison Douglas Hinrichs

California·CRD #7671662
IA Rep

Investment Adviser Rep at VINE CAPITAL MANAGEMENT, LLC

Experience
3 yrs
States
1
Exams
2
Since
2023
Fee
AUM / Hourly / Flat Fee
View profile
AD

Addison D Volkman

Indiana·CRD #7517958
IA Rep

Investment Adviser Rep at PETTINGA FINANCIAL ADVISORS, LLC

Experience
4 yrs
States
2
Exams
1
Since
2022
Est. fee
AUM / Flat Fee
View profile
AF

Addison Fredette Vigars

Maine·CRD #7369107
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
AJ

Addison J English

Texas·CRD #8110310
Dual-registered

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

States
1
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
AM

Addison Michael Sherman

Connecticut·CRD #1261217
Dual-registered

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

Experience
42 yrs
States
4
Exams
6
Since
1984
Est. fee
AUM / Commission / Flat Fee
View profile
AM

Addison Miguel Baez

Texas·CRD #7454697
Dual-registered

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

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
AS

Addison Shea Freedle

Colorado·CRD #7934008
IA Rep

Investment Adviser Rep at SUNBELT SECURITIES

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
AT

Addison T Harris

North Carolina·CRD #7144498
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
AJ

Addo Jonathan Kuhlmann

New Jersey·CRD #4890884
Dual-registered

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

Experience
21 yrs
States
2
Exams
6
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
AC

Adela Canaj

Texas·CRD #5665873
Dual-registered

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

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
AE

Adela E Grech

California·CRD #4215290
Dual-registered

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

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
AB

Adelaide Brant

Pennsylvania·CRD #6962374
Dual-registered

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

Experience
6 yrs
States
1
Exams
3
Est. fee
AUM / Commission / Flat Fee
View profile
AN

Adelaide Nana Agyemang

New Jersey·CRD #7496534
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
AN

Adelaina N Welch

Michigan·CRD #6163686
Dual-registered

Dual-registered at FORTIS CAPITAL ADVISORS, LLC

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

Adela Lee

California·CRD #2455241
Dual-registered

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

Experience
32 yrs
States
2
Exams
7
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
AE

Adele Emma Young

California·CRD #8107491
IA Rep

Investment Adviser Rep at ONE CAPITAL MANAGEMENT, LLC

Experience
1 yrs
States
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
View profile
AE

Adel E. Gerges

Delaware·CRD #6082335
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
14 yrs
States
6
Exams
5
Since
2012
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
AL

Adele Linda Canetti

California·CRD #5021294
Dual-registered

Dual-registered at AMERICAN MONEY MANAGEMENT, LLC

Experience
20 yrs
States
1
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
AI

Adel Ihab Nasser

Texas·CRD #8261344
Dual-registered

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

States
1
Exams
3
Since
2026
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 37 | AdvisorFinder