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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 11 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Evangeline M. DavilaSan Juan, PRConsultiva Wealth Management, Corp.Adviser only–Atlas2005
2Patricia C. DiazSan Juan, PRConsultiva Wealth Management, Corp.Adviser and broker–Atlas2023
3Edmundo J. GarzaSan Juan, PRConsultiva Wealth Management, Corp.Adviser and broker–Atlas2005
4Carlos E. MachucaSan Juan, PRConsultiva Wealth Management, Corp.Adviser and broker–Atlas2007
5Alex M. MarinoSan Juan, PRConsultiva Wealth Management, Corp.Adviser and broker–Atlas2008
6Jose F. MontesSan Juan, PRConsultiva Wealth Management, Corp.Adviser only–Atlas2025
7Myrna M. RiveraSan Juan, PRConsultiva Wealth Management, Corp.Adviser only–Atlas2001
8Daniel I. Rodriguez GonzalezSan Juan, PRConsultiva Wealth Management, Corp.Adviser and broker–Atlas2019
9Iris SanguinettiSan Juan, PRConsultiva Wealth Management, Corp.Adviser and broker–Atlas2001
10Edwin L. SheddMiami, FLConsultiva Wealth Management, Corp.Adviser and broker–Atlas2005

1 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.