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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. 398,323Registered advisersEvery investment adviser representative
  2. 304,914Dually registered77% are also broker reps
  3. 93,409Adviser onlyNot registered with a broker-dealer
  4. 25,637FirmsWhere they're registered
  5. 56,898CFPs11,004 CFAs, 12,692 ChFCs

From the SEC’s compilation report of October 25, 2026, refreshed every morning. +22 since the file before. 1 firm join and 27 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
1Seth C. CataneseWestlake Village, CAManchester Financial Inc.Adviser onlyCFPAtlas2017
2Janika DomingoWestlake Village, CAManchester Financial Inc.Adviser only–Atlas2021
3Robert J. KatchWestlake Village, CAManchester Financial Inc.Adviser only–Atlas1991
4Laura J. NavarroWestlake Village, CAManchester Financial Inc.Adviser onlyCFPAtlas2015
5Steven M. RezzelleWestlake Village, CAManchester Financial Inc.Adviser only–Atlas2019
6Steven ScottWestlake Village, CAManchester Financial Inc.Adviser only–Atlas2011
7Mark WeidermanWestlake Village, CAManchester Financial Inc.Adviser only–Atlas2000
8Franklin S. WhitehouseWestlake Village, CAManchester Financial Inc.Adviser only–Atlas2016

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.