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+)
BC

Brian C Musbach

Alabama·CRD #6261853
Dual-registered

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

Experience
12 yrs
States
28
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
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BC

Brian Coffing

Alabama·CRD #6159206
Dual-registered

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

Experience
13 yrs
States
31
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Brian Cohen Greenberg

Florida·CRD #2838351
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
8
Exams
6
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BC

Brian Colin McNally

California·CRD #4926525
Dual-registered

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

Experience
21 yrs
States
21
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
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BC

Brian Conde Martinez

Alabama·CRD #7931815
Dual-registered

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

Experience
1 yrs
States
44
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
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BC

Brian Cooper Smith

Arizona·CRD #4487602
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
24 yrs
States
17
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
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BC

Brian Cornelius Eliff

Arizona·CRD #6535108
Dual-registered

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

Experience
11 yrs
States
25
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
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BC

Brian Craig Byers

Alabama·CRD #5827937
Dual-registered

Dual-registered at VICTORY CAPITAL MANAGEMENT INC.

Experience
15 yrs
States
52
Exams
3
Since
2011
Fee
AUM / Flat Fee / Performance-based
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BC

Brian Craig Chrisman

California·CRD #5994271
Dual-registered

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

Experience
14 yrs
States
30
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
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BC

Brian Craig Fitzharris

Arizona·CRD #5364898
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
21
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
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BC

Brian Craig Luts

Florida·CRD #2908598
Dual-registered

Dual-registered at LGG FINANCIAL

Experience
29 yrs
States
3
Exams
5
Since
1997
Fee
AUM
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BC

Brian Craig Parker

California·CRD #1631408
Dual-registered

Dual-registered at SUPREME ALLIANCE LLC

Experience
26 yrs
States
18
Exams
5
Since
2000
Est. fee
AUM / Commission / Hourly / Flat Fee / Other
Minimum
$25k
View profile
BC

Brian Craig Samet

Maryland·CRD #5465089
Dual-registered

Dual-registered at WEALTHSPIRE RETIREMENT ADVISORY

Experience
10 yrs
States
1
Exams
2
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
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BC

Brian Crawley

Alabama·CRD #7261078
Dual-registered

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

Experience
5 yrs
States
48
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Brian C Reimer

Alaska·CRD #5990234
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
13 yrs
States
12
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
BC

Brian C Schoppmann

Arizona·CRD #5872718
Dual-registered

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

Experience
15 yrs
States
17
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Brian C Schwalbach

Alaska·CRD #4127140
Dual-registered

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

Experience
26 yrs
States
26
Exams
4
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Brian C. Shevland

Delaware·CRD #4570496
Dual-registered

Dual-registered at BLUESTONE CAPITAL MANAGEMENT, LLC

Experience
24 yrs
States
3
Exams
4
Since
2002
Fee
AUM / Performance-based
Minimum
$250k
View profile
BC

Brian C Short

Alabama·CRD #6060741
Dual-registered

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

Experience
14 yrs
States
53
Exams
5
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Brian C Smithers

Alabama·CRD #4916321
Dual-registered

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

Experience
18 yrs
States
53
Exams
6
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Brian Curtis Ullrich

Florida·CRD #1070751
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
4
Exams
5
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BC

Brian Cvetkovski

Colorado·CRD #6217657
IA Rep

Investment Adviser Rep at IP FINANCIAL ADVISORY SERVICES LLC

Experience
13 yrs
States
5
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
View profile
BC

Brian C Wells

California·CRD #4720429
Dual-registered

Dual-registered at HUB INVESTMENT PARTNERS, LLC

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
BC

Brian C Young

California·CRD #4680524
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
11
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
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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