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+)
BT

Brett Thomas Lawless

Missouri·CRD #6479074
Dual-registered

Dual-registered at CREATIVEONE WEALTH, LLC

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee / Other
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BT

Brett Thomas Leahy

Illinois·CRD #6773507
Dual-registered

Dual-registered at ECHELONS CAPITAL, LLC

Experience
2 yrs
States
2
Exams
5
Since
2024
Est. fee
AUM / Flat Fee
Minimum
$5.0M
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BT

Brett Thomas Straub

Arizona·CRD #2118331
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
35 yrs
States
9
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee
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BT

Brett T Hutchison

California·CRD #7571191
Dual-registered

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

Experience
1 yrs
States
12
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
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BT

Brett T Lauritzen

Arizona·CRD #6665929
Dual-registered

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

Experience
1 yrs
States
7
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
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BT

Brett T McDonough

Alabama·CRD #7386821
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
5 yrs
States
53
Exams
3
Since
2021
Est. fee
AUM / Flat Fee
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BT

Brett Todd Zimmer

Alaska·CRD #1637033
Dual-registered

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

Experience
39 yrs
States
24
Exams
4
Since
1987
Est. fee
AUM / Commission / Flat Fee
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BT

Brett Tyler Agnew

California·CRD #2383018
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
28 yrs
States
1
Exams
7
Since
1998
Est. fee
AUM / Hourly / Flat Fee / Other
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BT

Brett Tyler Hunt

Arkansas·CRD #5754059
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
15 yrs
States
9
Exams
6
Since
2011
Fee
AUM / Hourly / Flat Fee / Other
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BT

Brett Tyler Martin

California·CRD #8219892
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

States
19
Exams
4
Since
2026
Est. fee
AUM / Flat Fee
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BV

Brett Valentine

Florida·CRD #7740516
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
8
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BV

Brett Vaughn Caldwell

Florida·CRD #6417819
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

Experience
12 yrs
States
3
Exams
1
Since
2014
Fee
AUM / Hourly / Flat Fee
View profile
BW

Brett W Bly

California·CRD #4028543
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
7
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee
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BW

Brett Weiler Fallon

Alabama·CRD #3200777
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
27 yrs
States
27
Exams
4
Since
1999
Est. fee
AUM / Hourly / Flat Fee
View profile
BW

Brett William Garrison

Delaware·CRD #7736696
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
3 yrs
States
6
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Other
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BW

Brett William Sabio Sr

Florida·CRD #3013716
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
12
Exams
7
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BZ

Brett Zarontonello

California·CRD #7760367
Dual-registered

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

Experience
2 yrs
States
11
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
BW

Brewster Wade Lindblad

Illinois·CRD #6186331
IA Rep

Investment Adviser Rep at THE MOSAIC FINANCIAL GROUP, LLC

Experience
13 yrs
States
1
Exams
1
Since
2013
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
BE

Bria Erin Peace

New York·CRD #7138895
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
BA

Brian Abbondandolo

Connecticut·CRD #6255377
IA Rep

Investment Adviser Rep at ABBONDANDOLO WEALTH MANAGEMENT CORP

Experience
11 yrs
States
2
Exams
1
Since
2015
Est. fee
AUM
Minimum
$100k
View profile
BB

Briana B Campion

Arizona·CRD #6556845
Dual-registered

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

Experience
11 yrs
States
24
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
BT

Briana-Capri Thadison

Illinois·CRD #6827856
Dual-registered

Dual-registered at ASSETMARK, INC.

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

Brian A Convery

Ohio·CRD #5768036
Dual-registered

Dual-registered at BOYD WATTERSON ASSET MANAGEMENT, LLC

Experience
14 yrs
States
1
Exams
1
Since
2012
Est. fee
AUM / Flat Fee / Performance-based
View profile
BA

Brian Adam Miller

Tennessee·CRD #6993279
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee / Other
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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