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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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AtlasFinancial ADVSR
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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. 24 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

24 advisors

Unlock all 24
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael AbateGarden City, NYUnited Asset Strategies Inc.Adviser only–Atlas2011
2Jason M. AmbrosiniGarden City, NYUnited Asset Strategies Inc.Adviser only–Atlas2021
3Candy E. BatistaGarden City, NYUnited Asset Strategies Inc.Adviser only–Atlas2021
4Robin E. BischoffGarden City, NYUnited Asset Strategies Inc.Adviser only–Atlas2021
5Carlo N. CrescenzoGarden City, NYUnited Asset Strategies Inc.Adviser only–Atlas2021
6Matthew R. DelorenzoGarden City, NYUnited Asset Strategies Inc.Adviser only–Atlas2021
7Keith A. DouglasGarden City, NYUnited Asset Strategies Inc.Adviser only–Atlas2024
8Erin A. GibbonsGarden City, NYUnited Asset Strategies Inc.Adviser onlyCFPAtlas2000
9Thomas F. Healy IIIGarden City, NYUnited Asset Strategies Inc.Adviser only–Atlas2021
10Marianne HocknellGarden City, NYUnited Asset Strategies Inc.Adviser only–Atlas2021

14 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.