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2,342 advisors near
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Out of 400,000+ nationwide
John A
Series 66, Series 63
Miramar, FL
Empower Advisory Group
John Arango is a financial advisor with Empower Advisory Group in Miramar, FL, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Empower Advisory Group since 2025 and concurrently with Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Erin D
Series 63, Series 66
Coconut Creek, FL
Citigroup Global Markets
Erin Donofrio is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, Lexx Healthcare, Weatherby Healthcare, and Florida Brokers Realty. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and supports exposure to alternative and digital-asset products while maintaining significant institutional scale and specialized market roles.
Peter S
Series 66
Plantation, FL
Commonwealth Financial Network
Peter Stevens is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 28 years of industry experience. He has worked at Stevens Financial Inc. since 2008 and held prior roles at Summit Financial Group, Cetera, and Cary Stamp & Co. Stevens also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, and custody services.
Luz C
Series 63, Series 66
Pembroke Pines, FL
Citigroup Global Markets
Luz Castre is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Citigroup since 2017, previously working at HSBC Bank USA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.
Lizette R
Series 66
Ft. Lauderdale, FL
Citigroup Global Markets
Lizette Rodriguez Hernandez is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2014, currently based in Ft. Lauderdale, FL. Outside of her advisory role, she owns and manages GO ME!HEADBANDS, a sports headband business based in Puerto Rico. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including swap dealing and futures commission merchant activities.
Avishai N
Series 63, Series 65, Series 66
Sunrise, FL
SPC
Avishai Nir is a financial advisor with SPC in Sunrise, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at SPC since 2012 and is also associated with Parkland Securities, LLC and WealthCore Financial, LLC. Outside of advisory work, he is involved with WealthCore Financial as a member and markets financial products, including life and health insurance across several states. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary options.
Darren A
Series 63, Series 65
Sunrise, FL
Eagle Strategies (NY Life)
Darren Auster is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His work history includes roles at Eagle Strategies, The Bridge Group, Inc., Auster Financial Group, Nylife Securities Inc., and New York Life Insurance Company. He operates Auster Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Richard G
Series 63
Weston, FL
Commonwealth Financial Network
Richard Grund Jr. is a financial advisor with Commonwealth Financial Network based in Weston, FL, holding a Series 63 designation and 32 years of industry experience. Since 2008, he has been associated with Family Wealth Partners, where he serves as Owner, Operating Manager, and Secretary. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct client portfolios from diverse securities and insurance products.
Timothy M
Series 66
Oakland Park, FL
Janney Montgomery Scott
Timothy Mcdermott is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2018, following two years at PNC Financial Services Group. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Ian G
Series 63, Series 65
Fort Lauderdale, FL
Empower Advisory Group
Ian Grant is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses. He has been with Empower since 2026 and is based in Fort Lauderdale, FL. Grant has no prior industry experience before joining Empower and held roles outside the financial services sector, including at RightClick Recruiting and JTB International Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as retail IRA and brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Lisa P
Series 63, Series 66
Ft. Lauderdale, FL
Citigroup Global Markets
Lisa Prevost is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. Based in Ft. Lauderdale, FL, she serves clients within a large enterprise firm known for its extensive advisory programs and institutional capabilities. Citigroup Global Markets serves individual and institutional clients across private banking, workplace, and wealth management segments. The firm employs multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as derivatives dealing and futures commission merchant services.
Antonio N
Series 63, Series 65
Sunrise, FL
Eagle Strategies (NY Life)
Antonio Naddeo is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. He holds Series 63 and Series 65 credentials and has six years of industry experience. He is also co-owner of American Wise Management Services LLC, a company assisting mainly Italian clients with residential real estate in Southeast Florida by conducting property inspections and coordinating maintenance issues. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.
Ed P
Series 65
Tamarac, FL
Brookstone Capital Management LLC
Ed Pennington is a Series 65 licensed advisor with Brookstone Capital Management LLC and has 22 years of experience in the financial industry. He has operated Pennington Financial Services, LLC since 2013, focusing on estate planning, retirement planning, Medicaid, and VA planning. Additionally, Pennington is a licensed life and health insurance producer and serves as a Louisiana notary public. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies, including strategic and dynamic asset allocation models, options-enhanced strategies, and proprietary funds.
Andre J
Series 66
Fort Lauderdale, FL
TD private Client Wealth LLC
Andre Jeboo is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A., Citigroup, and TD Private Client Wealth LLC throughout his career. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers ongoing portfolio management along with financial planning support.
Cristian R
Series 66
Fort Lauderdale, FL
Oppenheimer
Cristian Rubiano is a financial advisor at Oppenheimer with 12 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America, Merrill, CitiGroup, Morgan Stanley, and J.P. Morgan Securities. Outside of his advisory work, he owns a rental property in Black Mountain, NC, which he also uses as an Airbnb. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and more. The firm offers a broad range of investment programs and advisory services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.
Timothy A
Series 63, Series 65
Fort Lauderdale, FL
Oppenheimer
Timothy Atyeo is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across various asset classes, utilizing both discretionary and non-discretionary approaches.
Vernon T
Series 66
Hollywood, FL
Guardian Life
Vernon Twyman III is a financial advisor with Guardian Life, holding a Series 66 credential and seven years of industry experience. He previously worked at Edward Jones and Park Avenue Securities. Outside of finance, he manages a soccer referee assigning service. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, businesses, and organizations, utilizing advisor-led discretionary management and model-based strategies alongside various platforms and proprietary programs.
Brandise D
Series 66
Fort Lauderdale, FL
TD private Client Wealth LLC
Brandise Dennis is a financial advisor with TD Private Client Wealth LLC in Fort Lauderdale, FL, holding a Series 66 designation and 10 years of industry experience. Prior to joining TD Private Client Wealth LLC in 2025, she worked at Morgan Stanley, Santander Bank, JP Morgan Chase Bank, Bank of America, Merrill, and Scottrade. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers.
Corey G
Series 65
Fort Lauderdale, FL
Corient
Corey Gross is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has worked previously with The Players Impact, Authentic Brands Group, Three Point Sports, and Sports Professional Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools to align portfolios with client objectives.
Avi M
ChFC®, Series 63, Series 65
Coral Springs, FL
Principal Financial Services
Avi Mesch is a financial advisor with Principal Financial Services based in Coral Springs, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since 1997, and prior employment with CRG Financial Group. Outside of his advisory work, he is the owner of AJM Financial Inc., a corporation established for business administrative purposes, and he refers health insurance business through DBG Financial Group and collaborates with other advisors and insurance providers via One Source Advisory. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes financial planning and retirement plan consulting with access to third-party money managers through a variety of advisory and promoter arrangements.
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2,342 advisors near
33324
within the area shown on the map
Out of 400,000+ nationwide