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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John B. CarewCharleston, SCTandem Investment Advisors Inc.Adviser only–Atlas1991
2Jeremy CoxCharleston, SCTandem Investment Advisors Inc.Adviser only–Atlas2004
3Ariel B. DavisCharleston, SCTandem Investment Advisors Inc.Adviser only–Atlas2019
4Charles S. EdwardsCharleston, SCTandem Investment Advisors Inc.Adviser only–Atlas2020
5Mackenzie S. FerrellCharleston, SCTandem Investment Advisors Inc.Adviser only–Atlas2026
6William L. Little Jr.Charleston, SCTandem Investment Advisors Inc.Adviser onlyCFAAtlas2004
7Natalia M. MattarCharleston, SCTandem Investment Advisors Inc.Adviser only–Atlas2024
8Elaine M. NatoliCharleston, SCTandem Investment Advisors Inc.Adviser only–Atlas2022
9Jordan S. WatsonCharleston, SCTandem Investment Advisors Inc.Adviser onlyCFAAtlas2019
10Charlotte W. WoodhamCharleston, SCTandem Investment Advisors Inc.Adviser only–Atlas2026

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.