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

Brandon J Gorsky

Arizona·CRD #4789931
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
12 yrs
States
27
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
View profile
BJ

Brandon J Hedley

Arizona·CRD #6633010
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
10 yrs
States
24
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BJ

Brandon J Hoppenstein

Alabama·CRD #8003361
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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BJ

Brandon J Muzzarelli

Illinois·CRD #8034704
IA Rep

Investment Adviser Rep at 1834 INVESTMENT ADVISORS CO.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$500k
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BJ

Brandon John Herrera

Arizona·CRD #6929331
Dual-registered

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

Experience
8 yrs
States
42
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
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BJ

Brandon John Nachman

Arizona·CRD #5433146
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Flat Fee
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BJ

Brandon John Peterson

Florida·CRD #5009898
Dual-registered

Dual-registered at COPPELL ADVISORY SOLUTIONS LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
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BJ

Brandon John Putman

California·CRD #7575989
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
BJ

Brandon Johnson

Florida·CRD #7679043
Dual-registered

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

Experience
2 yrs
States
9
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
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BJ

Brandon Jones

California·CRD #7636615
Dual-registered

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

Experience
4 yrs
States
9
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brandon Joon Chang

Arizona·CRD #4016977
Dual-registered

Dual-registered at SUN GROUP WEALTH PARTNERS LLC

Experience
27 yrs
States
18
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Brandon Joseph Barahona

Nebraska·CRD #7494636
Dual-registered

Dual-registered at ORION PORTFOLIO SOLUTIONS, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Flat Fee / Performance-based
View profile
BJ

Brandon Joseph Chandler

Arizona·CRD #6957099
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
7 yrs
States
26
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
View profile
BJ

Brandon Joseph Hall

Alabama·CRD #7283508
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
States
38
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
View profile
BJ

Brandon Joseph Levenson

Arizona·CRD #8175780
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

States
29
Exams
3
Since
2026
Est. fee
AUM / Flat Fee
View profile
BJ

Brandon Joseph Potter

Arizona·CRD #6224103
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
12 yrs
States
5
Exams
6
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Brandon Joseph Stillman

California·CRD #5526347
Dual-registered

Dual-registered at CANTERBURY CONSULTING INCORPORATED

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Flat Fee / Performance-based
View profile
BJ

Brandon Joseph Weir

Alabama·CRD #6955966
Dual-registered

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

Experience
7 yrs
States
53
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brandon J Oslund

Alabama·CRD #4916910
Dual-registered

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

Experience
21 yrs
States
36
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brandon J Sanford

California·CRD #4650851
Dual-registered

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

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
BJ

Brandon Justin Espley

Alabama·CRD #7556682
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
BJ

Brandon J Varisco

Louisiana·CRD #5534021
IA Rep

Investment Adviser Rep at FMSA

Experience
18 yrs
States
1
Exams
1
Since
2008
Est. fee
AUM / Hourly
View profile
BK

Brandon Katz

Alaska·CRD #6122048
Dual-registered

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

Experience
14 yrs
States
35
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Brandon Keith Cass

Arizona·CRD #4927371
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
17
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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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