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

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Garrett M. AltonNorth Palm Beach, FLCertuity, LLCAdviser onlyChFCAtlas2003
2Gannon M. BrownNorth Palm Beach, FLCertuity, LLCAdviser only–Atlas2024
3Rory A. Brown Jr.North Palm Beach, FLCertuity, LLCAdviser only–Atlas2024
4Giuliano A. CelleNorth Palm Beach, FLCertuity, LLCAdviser only–Atlas2007
5Amanda K. CourtneyNorth Palm Beach, FLCertuity, LLCAdviser only–Atlas2025
6Manuel CukajNorth Palm Beach, FLCertuity, LLCAdviser only–Atlas2024
7Mariia EroshinNorth Palm Beach, FLCertuity, LLCAdviser onlyCFP, CFAAtlas2012
8Constantine S. HatzivassiliouNorth Palm Beach, FLCertuity, LLCAdviser only–Atlas2009
9Kyle T. HowgateNorth Palm Beach, FLCertuity, LLCAdviser only–Atlas2024
10Michael JacobsNorth Palm Beach, FLCertuity, LLCAdviser only–Atlas2026

7 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.