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

16 advisors

Unlock all 16
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Morgan S. ChristiansenJacksonville, FLTlg Advisors, Inc.Adviser and broker–Atlas2021
2Charles D. CristJacksonville, FLTlg Advisors, Inc.Adviser and broker–Atlas2020
3Christopher I. DiodatoPittsburgh, PATlg Advisors, Inc. +1 moreAdviser onlyCFP, CFAAtlas2014
4Douglas L. FlauteLongwood, FLTlg Advisors, Inc.Adviser and brokerChFCAtlas2026
5Douglas A. GerrardMiami Beach, FLTlg Advisors, Inc.Adviser and broker–Atlas2018
6Elizabeth KampaJacksonville, FLTlg Advisors, Inc.Adviser and broker–Atlas2025
7Michael L. KleinsteinCoral Springs, FLTlg Advisors, Inc.Adviser and broker–Atlas2008
8Peder KnothCoral Gables, FLTlg Advisors, Inc.Adviser and broker–Atlas2022
9Gary KrepsFort Lauderdale, FLTlg Advisors, Inc.Adviser and broker–Atlas2021
10Christian Nana TankePalm Beach Gardens, FLTlg Advisors, Inc.Adviser and brokerCFAAtlas2023

6 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.