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

20 advisors

Unlock all 20
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Tristan J. BeckDenver, COPNC Wealth Management LLCAdviser and broker–Atlas2024
2Kevin J. BodkinLittleton, COPNC Wealth Management LLCAdviser and broker–Atlas2025
3Samuel ChoiCentennial, COPNC Wealth Management LLCAdviser and broker–Atlas2013
4Maxwell DeoreoBoulder, COPNC Wealth Management LLCAdviser and brokerCFPAtlas2017
5Jack FisherGreenwood Village, COPNC Wealth Management LLCAdviser and broker–Atlas2025
6Joseph D. GardCastle Rock, COPNC Wealth Management LLCAdviser and broker–Atlas2023
7Hakan IbisiDenver, COPNC Wealth Management LLCAdviser and broker–Atlas2017
8Kevin E. KennyAspen, COPNC Wealth Management LLCAdviser and broker–Atlas1993
9Sean KoutsakisDenver, COPNC Wealth Management LLCAdviser and broker–Atlas2012
10Edward KowalewskiEdwards, COPNC Wealth Management LLCAdviser and broker–Atlas2024

10 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.