Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 30 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
30 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Renata V. Benghira-LimaMiami, FL | Mora Capital Management, LLC | Adviser and broker | – | Atlas | 2019 |
| 2Sergio R. Bister PessajMiami, FL | Mora Capital Management, LLC | Adviser and broker | – | Atlas | 2025 |
| 3Fabiola V. Bravo SerjantMiami, FL | Mora Capital Management, LLC | Adviser and broker | – | Atlas | 2025 |
| 4Fernando O. Carrera PerbuliMiami, FL | Mora Capital Management, LLC | Adviser and broker | – | Atlas | 2025 |
| 5Diego Castillo OleaMiami, FL | Mora Capital Management, LLC | Adviser and broker | – | Atlas | 2014 |
| 6Ernesto CordovezMiami, FL | Mora Capital Management, LLC | Adviser and broker | – | Atlas | 2019 |
| 7Fernando De Frutos GonzalezMiami, FL | Mora Capital Management, LLC | Adviser and broker | CFA | Atlas | 2022 |
| 8Luis A. DelgadoMiami, FL | Mora Capital Management, LLC | Adviser and broker | – | Atlas | 2006 |
| 9Carl H. EdlundMiami, FL | Mora Capital Management, LLC | Adviser and broker | – | Atlas | 2012 |
| 10Daniel EulateMiami, FL | Mora Capital Management, LLC | Adviser only | – | Atlas | 2013 |
20 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.