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FinancialADVSR

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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1David BerrySt. Clair Shores, MISequoia Financial Group, L.L.C.Adviser onlyCFAAtlas2011
2Jared CutlipTroy, MISequoia Financial Group, L.L.C.Adviser only–Atlas2020
3Richelle A. DurkinTroy, MISequoia Financial Group, L.L.C.Adviser only–Atlas2012
4Laura A. MarshallTroy, MISequoia Financial Group, L.L.C.Adviser onlyCFPAtlas2006
5Maddalena M. ParksTroy, MISequoia Financial Group, L.L.C.Adviser only–Atlas2013
6Brian D. PetrasTroy, MISequoia Financial Group, L.L.C.Adviser only–Atlas2004
7Daniel J. RobinsonTroy, MISequoia Financial Group, L.L.C.Adviser onlyCFPAtlas2018
8Danielle SerlinTroy, MISequoia Financial Group, L.L.C.Adviser onlyCFPAtlas2018
9Matthew K. TeetorTroy, MISequoia Financial Group, L.L.C.Adviser only–Atlas2010

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.