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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 29 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

29 advisors

Unlock all 29
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
6Maria I. EcheverriaBeverly Hills, CAFlagstar Securities, Inc.Adviser and broker–Atlas2021
7Stephen C. FarinacciNew York, NYFlagstar Securities, Inc.Adviser and broker–Atlas2003
8Anthony C. FicorilliNew York, NYFlagstar Securities, Inc.Adviser and broker–Atlas2008
9Douglas P. GeraghtyNew York, NYFlagstar Securities, Inc.Adviser and brokerCFPAtlas2013
10Jasmine A. LambertNewport Beach, CAFlagstar Securities, Inc.Adviser only–Atlas2020

19 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.