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

23 advisors

Unlock all 23
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Justin E. BatemanVirginia Beach, VAFinancial Security Advisory Inc.Adviser and broker–Atlas2026
2Eugene J. CarracinoVa Beach, VAFinancial Security Advisory Inc.Adviser and brokerCFPAtlas1997
3Reginald C. CorinaldiVa Beach, VAFinancial Security Advisory Inc.Adviser and broker–Atlas1997
4Kristy E. DejarnetteVirginia Beach, VAFinancial Security Advisory Inc.Adviser only–Atlas2023
5Mary S. DillonVirginia Beach, VAFinancial Security Advisory Inc.Adviser and brokerCFPAtlas1997
6Matthew R. FarrellVirginia Beach, VAFinancial Security Advisory Inc.Adviser and broker–Atlas2021
7Austin W. GanthnerVirginia Beach, VAFinancial Security Advisory Inc.Adviser and brokerCFPAtlas2024
8Jessica J. HarrisNewport News, VAFinancial Security Advisory Inc.Adviser and broker–Atlas2005
9Charles F. Jenks Jr.Newport News, VAFinancial Security Advisory Inc.Adviser and brokerCFP, ChFCAtlas1997
10Kevin J. JoyceNewport News, VAFinancial Security Advisory Inc.Adviser and brokerChFCAtlas2013

13 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.