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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. 398,301Registered 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. 11 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Philip F. AbdoNew York, NYAmeraudi Asset Management, Inc.Adviser only–Atlas2026
2Ladyanne CastellanosMiami, FLAmeraudi Asset Management, Inc.Adviser onlyCFPAtlas2015
3Luisa Haratani BittencourtNew York, NYAmeraudi Asset Management, Inc.Adviser only–Atlas2026
4Jennifer T. HenaoMiami, FLAmeraudi Asset Management, Inc.Adviser only–Atlas2025
5Pablo L. JimenezNew York, NYAmeraudi Asset Management, Inc.Adviser and broker–Atlas2019
6Michael W. O'ShaughnessyNew York, NYAmeraudi Asset Management, Inc.Adviser and broker–Atlas2013
7Daniel Pompeo Camargo JannuzziNew York, NYAmeraudi Asset Management, Inc.Adviser and broker–Atlas2026
8Cynthia RaadNew York, NYAmeraudi Asset Management, Inc.Adviser only–Atlas2025
9Eduardo A. Ramirez CruzNew York, NYAmeraudi Asset Management, Inc.Adviser only–Atlas2019
10Caylea R. Schmitz GursoyNew York, NYAmeraudi Asset Management, Inc.Adviser only–Atlas2025

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.