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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. 398,301Registered 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. 8 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

8 advisors

Unlock all 8
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Robert A. BarronSterling, VASignet Financial Management, LLC +1 moreAdviser onlyCFAAtlas2022
2Christopher S. BerteParsippany, NJSignet Financial Management, LLC +1 moreAdviser only–Atlas2012
3Stephen A. CaseyParsippany, NJSignet Financial Management, LLC +1 moreAdviser only–Atlas2003
4Shawn K. HirschParsippany, NJSignet Financial Management, LLC +1 moreAdviser onlyCFPAtlas2010
5Volodymyr N. StasenkoParsippany, NJSignet Financial Management, LLC +1 moreAdviser onlyCFPAtlas2008
6Ryan TuttleParsippany, NJSignet Financial Management, LLCAdviser only–Atlas2026
7Stephen E. TuttleParsippany, NJSignet Financial Management, LLC +1 moreAdviser only–Atlas2004
8Evgeniy Y. YashinSterling, VASignet Financial Management, LLC +1 moreAdviser onlyCFAAtlas2009

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.