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

13 advisors

Unlock all 13
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Gary S. BrotzVoorhees, NJPts Brokerage, LLCAdviser and broker–Atlas2006
2Timothy D. CollinsMount Laurel, NJPts Brokerage, LLCAdviser and broker–Atlas2006
3Kenneth J. GertieCinnaminson, NJPts Brokerage, LLCAdviser and broker–Atlas2006
4Jeffrey S. HahnMount Laurel, NJPts Brokerage, LLCAdviser and brokerChFCAtlas2006
5John C. KellyMount Laurel, NJPts Brokerage, LLCAdviser and brokerChFCAtlas2006
6Jesse T. KovacsForked River, NJPts Brokerage, LLCAdviser and broker–Atlas2021
7Richard C. MalesichMount Laurel, NJPts Brokerage, LLC +1 moreAdviser and broker–Atlas2002
8Peter MarcelloMt. Laurel, NJPts Brokerage, LLCAdviser and broker–Atlas2006
9Salvatore F. Marcello Jr.Mount Laurel, NJPts Brokerage, LLCAdviser and broker–Atlas2010
10Brad W. SchankMount Laurel, NJPts Brokerage, LLCAdviser and broker–Atlas2010

3 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.