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

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jason A. BellNew York, NYMai Capital Management, LLCAdviser only–Atlas2016
2Ted BurtonNew York, NYMai Capital Management, LLCAdviser only–Atlas2026
3Tristan T. CooperNew York, NYMai Capital Management, LLCAdviser only–Atlas2021
4Christopher C. GrisantiNew York, NYMai Capital Management, LLCAdviser onlyCFAAtlas2021
5Barry J. KlarbergNew York, NYMai Capital Management, LLCAdviser only–Atlas2007
6Daniel J. McCreeshNew York, NYMai Capital Management, LLCAdviser onlyCFAAtlas2025
7Thomas F. MirraSaratoga Springs, NYMai Capital Management, LLCAdviser only–Atlas2020
8Katerina L. NalywajkoNew York, NYMai Capital Management, LLCAdviser only–Atlas2005
9Michael A. PietzakNew York, NYMai Capital Management, LLCAdviser only–Atlas2021
10Timothy R. SchmollBrooklyn, NYMai Capital Management, LLCAdviser only–Atlas2020

2 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.