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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+)
BC

Brett Couch

Arizona·CRD #4259680
Dual-registered

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

Experience
21 yrs
States
11
Exams
5
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Brett Dameron Bartlow

Colorado·CRD #4994782
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

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

Brett Daniel Dolan

Connecticut·CRD #3189738
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
27 yrs
States
4
Exams
6
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BD

Brett Daniel Klein

Alaska·CRD #5556643
Dual-registered

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

Experience
13 yrs
States
30
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Brett Darren Frascati

Colorado·CRD #5502487
Dual-registered

Dual-registered at CLARO ADVISORS INC.

Experience
16 yrs
States
1
Exams
4
Since
2010
Fee
AUM / Hourly / Flat Fee
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BD

Brett David Baskin

Ohio·CRD #6499184
Dual-registered

Dual-registered at ELLSWORTH ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Flat Fee
View profile
BD

Brett David Boor

Illinois·CRD #6147638
Dual-registered

Dual-registered at INVESCO ADVISERS, INC.

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Performance-based
Minimum
$50.0M
View profile
BD

Brett David Heiniger

Colorado·CRD #7320364
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
5 yrs
States
5
Exams
3
Since
2021
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
BD

Brett David Murch

Illinois·CRD #4631691
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
23 yrs
States
3
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BD

Brett David Shofner

Arizona·CRD #2723338
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
27 yrs
States
17
Exams
5
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
BD

Brett David Witkowski

Florida·CRD #5270178
IA Rep

Investment Adviser Rep at JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Experience
17 yrs
States
1
Exams
1
Since
2009
Est. fee
AUM / Flat Fee / Performance-based
View profile
BD

Brett Derek Gallinger

California·CRD #5914356
IA Rep

Investment Adviser Rep at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
BD

Brett Dickinson

Arizona·CRD #7809375
Dual-registered

Dual-registered at DAI WEALTH, LLC

Experience
3 yrs
States
7
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BD

Brett Douglas Anderson

Iowa·CRD #7303671
Dual-registered

Dual-registered at ALPHASTAR CAPITAL MANAGEMENT

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
BD

Brett Douglas Strauser

Missouri·CRD #5850301
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
1
Exams
6
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BD

Brett Dries

Massachusetts·CRD #5437213
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
BE

Brett E David

Alabama·CRD #4606354
Dual-registered

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

Experience
23 yrs
States
22
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
BE

Brett Edward Dammeyer

Alabama·CRD #7241080
Dual-registered

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

Experience
6 yrs
States
41
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BE

Brett Edward Marshall

Arkansas·CRD #7543723
Dual-registered

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

Experience
4 yrs
States
7
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BE

Brett E. Dysart

California·CRD #5629988
Dual-registered

Dual-registered at STRATEGIC BLUEPRINT, LLC

Experience
17 yrs
States
5
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee / Subscription / Other
Minimum
$25k
View profile
BE

Brett Elliot Hansen

Alabama·CRD #4398167
Dual-registered

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

Experience
25 yrs
States
27
Exams
4
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
BE

Brett Elliot Rudman

Texas·CRD #8163072
IA Rep

Investment Adviser Rep at SFMG WEALTH ADVISORS

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
BE

Brett Elliott

California·CRD #6772213
Dual-registered

Dual-registered at GOLDEN STATE WEALTH MANAGEMENT, LLC

Experience
8 yrs
States
15
Exams
5
Since
2018
Est. fee
AUM / Other
View profile
BE

Brett Ellis Quayle

Michigan·CRD #4720199
Dual-registered

Dual-registered at TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Hourly
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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