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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Damien A. AutissierBraintree, MAMoney Concepts Capital Corp.Adviser only–Atlas2025
2Federico BerrutoBraintree, MAMoney Concepts Capital Corp.Adviser onlyCFAAtlas2026
3Gaetano Cannata Jr.Feeding Hills, MAMoney Concepts Capital Corp.Adviser and broker–Atlas1998
4Walter E. DrenenWestfield, MAMoney Concepts Capital Corp.Adviser and broker–Atlas1998
5Donald E. GravesGreenfield, MAMoney Concepts Capital Corp.Adviser and broker–Atlas1999
6Kyle MortimerBraintree, MAMoney Concepts Capital Corp.Adviser only–Atlas2024
7Richard J. PatientWorcester, MAMoney Concepts Capital Corp.Adviser and broker–Atlas1999
8Philip J. ProulxNorth Chelmsford, MAMoney Concepts Capital Corp.Adviser and broker–Atlas2014
9Edward P. SabelawskiGreenfield, MAMoney Concepts Capital Corp.Adviser and broker–Atlas2000
10Martin J. ScafidiPeabody, MAMoney Concepts Capital Corp.Adviser and broker–Atlas2005

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.