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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 23 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

23 advisors

Unlock all 23
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Essa AtharNew York, NYFlagstar Securities, Inc.Adviser and broker–Atlas2021
2Peter BrunoNew York, NYFlagstar Securities, Inc.Adviser and broker–Atlas2021
3Darren CastilloBrooklyn, NYFlagstar Securities, Inc.Adviser and broker–Atlas2025
4Noreen K. DorrianWhite Plains, NYFlagstar Securities, Inc.Adviser and broker–Atlas2025
5Carly DoshiNew York, NYFlagstar Securities, Inc.Adviser and broker–Atlas2023
6Stephen C. FarinacciNew York, NYFlagstar Securities, Inc.Adviser and broker–Atlas2003
7Anthony C. FicorilliNew York, NYFlagstar Securities, Inc.Adviser and broker–Atlas2008
8Douglas P. GeraghtyNew York, NYFlagstar Securities, Inc.Adviser and brokerCFPAtlas2013
9Alexander LeonNew York, NYFlagstar Securities, Inc.Adviser and broker–Atlas2004
10Brian J. McGlynnNew York, NYFlagstar Securities, Inc.Adviser and broker–Atlas2002

13 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.