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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

Brett Neil Rosen

New York·CRD #2674579
IA Rep

Investment Adviser Rep at EDGE WEALTH MANAGEMENT, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM
View profile
BN

Brett N Sharpe

Delaware·CRD #7568996
Dual-registered

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

Experience
3 yrs
States
6
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Bretton Saunders Danforth

North Carolina·CRD #7457358
IA Rep

Investment Adviser Rep at OAK CITY INVESTMENT CONSULTING

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

Brett Palumbo

Arizona·CRD #4696160
Dual-registered

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

Experience
22 yrs
States
22
Exams
6
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Brett Patrick Welch

Florida·CRD #2313720
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
33 yrs
States
3
Exams
4
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Brett Paul Flodder

Alabama·CRD #6234779
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
39
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Brett Phelan Hawkins

Texas·CRD #3217250
Dual-registered

Dual-registered at THOMPSON SIEGEL & WALMSLEY LLC

Experience
21 yrs
States
2
Exams
1
Since
2005
Fee
AUM / Performance-based
View profile
BP

Brett Preston Tomlinson

Colorado·CRD #5367672
Dual-registered

Dual-registered at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
19 yrs
States
2
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BR

Brett R Caroselli

Arizona·CRD #4695791
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
13
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Brett Reginald Hoeflich

Louisiana·CRD #5551044
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
18 yrs
States
2
Exams
6
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Brett Robert Danko

Pennsylvania·CRD #2347783
IA Rep

Investment Adviser Rep at MAIN STREET FINANCIAL SOLUTIONS, LLC

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

Brett Robert Komm

Arizona·CRD #5777744
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
16 yrs
States
22
Exams
4
Since
2010
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BR

Brett Rosenthal

Alabama·CRD #5591309
Dual-registered

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

Experience
13 yrs
States
43
Exams
4
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Brett Samuel Basarab

New Jersey·CRD #8235708
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Brett Scott Berkman

Alabama·CRD #4423880
Dual-registered

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

Experience
24 yrs
States
45
Exams
4
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Brett S Feldman

Massachusetts·CRD #6092239
Dual-registered

Dual-registered at TWIN FOCUS CAPITAL PARTNERS, LLC

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$100.0M
View profile
BS

Brett Shane Bernstein

Delaware·CRD #3103034
Dual-registered

Dual-registered at XML FINANCIAL GROUP

Experience
28 yrs
States
7
Exams
3
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Brett Shelby Ellis

Alabama·CRD #7316654
Dual-registered

Dual-registered at NBC SECURITIES, INC.

Experience
4 yrs
States
6
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$50k
View profile
BS

Brett Skogstad

Washington·CRD #6540776
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

Brett Skrede

Minnesota·CRD #7642546
IA Rep

Investment Adviser Rep at LEGACY WEALTH

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee
Minimum
$150k
View profile
BS

Brett S Roenick

California·CRD #7443403
Dual-registered

Dual-registered at ALPHACORE CAPITAL LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
BS

Brett S Schoonover

Alabama·CRD #4168348
Dual-registered

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

Experience
24 yrs
States
28
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Brett Taylor McMillan

Alaska·CRD #5971042
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
22
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BT

Brett Thomas Dulecki

Michigan·CRD #7753021
IA Rep

Investment Adviser Rep at HANTZ FINANCIAL SERVICES, INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
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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