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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Alexander B. BlackMonterey, CAIntegris Wealth Management, LLCAdviser onlyCFPAtlas2013
2Jessica L. CutlerMonterey, CAIntegris Wealth Management, LLCAdviser only–Atlas2024
3James R. GerberMonterey, CAIntegris Wealth Management, LLCAdviser only–Atlas2024
4Robert E. HoodMonterey, CAIntegris Wealth Management, LLCAdviser only–Atlas2026
5Alex P. KileySalinas, CAIntegris Wealth Management, LLCAdviser only–Atlas2026
6Michael A. LeavyMonterey, CAIntegris Wealth Management, LLCAdviser onlyCFAAtlas2024
7Kevin R. MahoneyMonterey, CAIntegris Wealth Management, LLCAdviser onlyCFPAtlas2004
8Kay C. OhMonterey, CAIntegris Wealth Management, LLCAdviser only–Atlas2024
9Julie O. RothMonterey, CAIntegris Wealth Management, LLCAdviser onlyCFPAtlas2018
10Katherine A. WooleverMonterey, CAIntegris Wealth Management, LLCAdviser onlyCFPAtlas2020

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.