Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 8 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
8 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Frederick D. DisantoMayfield Heights, OH | Ancora Advisors LLC | Adviser only | – | Atlas | 2011 |
| 2Daniel J. HylandMayfield Heights, OH | Ancora Advisors LLC | Adviser and broker | – | Atlas | 2012 |
| 3Larry G. JosephMayfield Heights, OH | Ancora Advisors LLC | Adviser and broker | – | Atlas | 2011 |
| 4John P. KaneMayfield Heights, OH | Ancora Advisors LLC | Adviser and broker | – | Atlas | 2011 |
| 5Timothy M. McCormickMayfield Heights, OH | Ancora Advisors LLC | Adviser and broker | – | Atlas | 2004 |
| 6John P. MicklitschMayfield Heights, OH | Ancora Advisors LLC | Adviser only | – | Atlas | 2011 |
| 7Sonia H. MintunMayfield Heights, OH | Ancora Advisors LLC | Adviser and broker | CFA | Atlas | 2004 |
| 8Steven J. VarroneMayfield Heights, OH | Ancora Advisors LLC | Adviser and broker | – | Atlas | 2005 |
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.