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+)
BK

Brendan Krebs

Maine·CRD #3204375
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
26 yrs
States
2
Exams
7
Since
2000
Est. fee
AUM / Flat Fee
View profile
BK

Brendan K Reid

Florida·CRD #4964216
Dual-registered

Dual-registered at ASSOCIATED INVESTMENT SERVICES, INC.

Experience
21 yrs
States
6
Exams
4
Since
2005
Fee
AUM
View profile
BL

Brendan L Hyde

New York·CRD #4940858
Dual-registered

Dual-registered at COMPASS ADVISORS

Experience
19 yrs
States
1
Exams
6
Since
2007
Fee
AUM / Hourly / Flat Fee
View profile
BL

Brendan Logan

California·CRD #8224101
IA Rep

Investment Adviser Rep at LIDO

States
3
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BL

Brendan Lutch

California·CRD #7301612
Dual-registered

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

Experience
4 yrs
States
16
Exams
4
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brendan Matthew White

Ohio·CRD #6628990
IA Rep

Investment Adviser Rep at FORT WASHINGTON INVESTMENT ADVISORS INC

Experience
10 yrs
States
1
Since
2016
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BM

Brendan Maurice Reidy Jr.

North Carolina·CRD #4359529
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BM

Brendan McMahon

Arizona·CRD #5778989
Dual-registered

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

Experience
16 yrs
States
23
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brendan McMahon

Alabama·CRD #6089564
Dual-registered

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

Experience
14 yrs
States
31
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brendan M Gilmore

Pennsylvania·CRD #840514
Dual-registered

Dual-registered at ALMANACK INVESTMENT PARTNERS

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100k
View profile
BM

Brendan Michael Begley

Alabama·CRD #2962774
Dual-registered

Dual-registered at NORTHEAST PLANNING ASSOCIATES, INC.

Experience
28 yrs
States
13
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brendan Michael Clooney

Alabama·CRD #8101705
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
View profile
BM

Brendan Michael Collins

Massachusetts·CRD #6216754
Dual-registered

Dual-registered at CW ADVISORS, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
BM

Brendan Michael Kelly

California·CRD #2208036
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
34 yrs
States
4
Exams
5
Since
1992
Fee
AUM / Hourly / Flat Fee / Other
View profile
BM

Brendan Michael Krahl

Arkansas·CRD #6194297
Dual-registered

Dual-registered at TOTAL CLARITY WEALTH MANAGEMENT, INC

Experience
11 yrs
States
8
Exams
6
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
BM

Brendan Michael Lammers

Colorado·CRD #4877744
Dual-registered

Dual-registered at FLAGSHIP HARBOR ADVISORS, LLC

Experience
21 yrs
States
15
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile
BM

Brendan Michael Lortie

Massachusetts·CRD #7042403
IA Rep

Investment Adviser Rep at CW ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
BM

Brendan Michael McElroy

Connecticut·CRD #7443250
Dual-registered

Dual-registered at SYMMETRY PARTNERS

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Other
Minimum
$5k
View profile
BM

Brendan Michael McGowan

Pennsylvania·CRD #4395628
IA Rep

Investment Adviser Rep at MCGOWAN & CO LLP

Experience
25 yrs
States
1
Since
2001
Fee
AUM
Minimum
$2.0M
View profile
BM

Brendan Michael Riley

California·CRD #7679745
Dual-registered

Dual-registered at CATALYST WEALTH MANAGEMENT LLC

Experience
3 yrs
States
5
Exams
3
Since
2023
Est. fee
AUM
Minimum
$1k
View profile
BM

Brendan Minter

Alaska·CRD #4754421
Dual-registered

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

Experience
22 yrs
States
40
Exams
4
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Brendan M Jones

Nebraska·CRD #6605853
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
BM

Brendan Moleski

Pennsylvania·CRD #5809385
Dual-registered

Dual-registered at CONSERVEST CAPITAL ADVISORS INC

Experience
14 yrs
States
1
Exams
4
Since
2012
Est. fee
AUM
View profile
BM

Brendan M Phillips

New York·CRD #6819850
IA Rep

Investment Adviser Rep at ONLYFUNDS

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM
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 384 | AdvisorFinder