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Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Advisors near you

Guy David Peel
AdvisorCheck Check Mark

Guy David Peel

Dave Peel, G David Peel
IAR
RR
CRD#: 863485
CFP®: Certified Financial Planner
Location:
Helena, MT 59601

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
47 years
Mark Brown
AdvisorCheck Check Mark

Mark Brown

IAR
RR
CRD#: 1754575
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Estero, FL 33928-2588

Registered Affiliation(s):AUSDAL FINANCIAL PARTNERS, INC.

Disclosures:
Experience:
38 years
Jeffrey Paul Meotti
AdvisorCheck Check Mark

Jeffrey Paul Meotti

IAR
RR
CRD#: 1232822
CFP®: Certified Financial Planner
Location:
Madison, CT 06443

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
42 years

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- This guided search includes all US based advisors that fit your search criteria.- Claimed and verified advisors are more likely to appear first in your search.- We do not share your responses with any of the advisors.

Reviews that speak volumes

"I trusted my advisor from the start, but only after meeting many others. Running an AC Profile+ report reassured me of his reputation and made me even more confident with him and his team."

John B.
John B.Tech Writer and Journalist

"I used AdvisorCheck for a fast and easy background check on an advisor, which was very helpful in validating our decision. It’s a tool everyone should use."

Sara B.
Sara B.Chief Planning Officer

"Before AdvisorCheck, checking regulatory sites was complex and time-consuming. Now, essential information is just a click away, making it easy to find trustworthy advisors."

Nicolas L.
Nicolas L.Mid-Career

"After 30 years, I finally ran a background check on my advisor using AdvisorCheck. The AC Profile+ report gave me great peace of mind and the information was eye opening."

Bill W.
Bill W.Business Owner
The reviews are from real AdvisorCheck customers, gathered through interviews conducted in October 2023. Some verified customers received an incentive for their participation. These reviews do not guarantee that other customers will have the same experience. AdvisorCheck is not affiliated with the reviewers.
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