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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. 442,610Registered advisersEvery investment adviser representative
  2. 339,542Dually registered77% are also broker reps
  3. 103,068Adviser onlyNot registered with a broker-dealer
  4. 26,905FirmsWhere they're registered
  5. 64,423CFPs12,235 CFAs, 13,942 ChFCs

From the SEC’s compilation report of October 27, 2026, refreshed every morning. +44,291 since the file before. 75 firm joins and 189 departures in the latest file. 3 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3 advisors

Unlock all 3
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Peter P. DebuonaLocust Valley, NYBuckram Securities Ltd.Adviser and broker–Atlas2022
2Eric M. FilipponeLocust Valley, NYBuckram Securities Ltd.Adviser and broker–Atlas2022
3Robert L. Schaefer Sr.Locust Valley, NYBuckram Securities Ltd.Adviser and broker–Atlas2011

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.