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 |
|---|---|---|---|---|---|
| 1Joanna AntonopoulosWaltham, MA | Eagle Strategies LLC +1 more | Adviser and broker | – | Atlas | 2011 |
| 2Christopher W. BattersbyWaltham, MA | Atlantic Planning Group, LLC +1 more | Adviser and broker | CFP | Atlas | 1998 |
| 3Patrick J. BattersbyWaltham, MA | Eagle Strategies LLC +1 more | Adviser and broker | – | Atlas | 2023 |
| 4Michael F. BroderickWaltham, MA | Eagle Strategies LLC +1 more | Adviser and broker | – | Atlas | 1998 |
| 5Christopher M. EppichWaltham, MA | Eagle Strategies LLC +1 more | Adviser and broker | – | Atlas | 2016 |
| 6Leon P. Martin Jr.Waltham, MA | Eagle Strategies LLC +1 more | Adviser and broker | – | Atlas | 2007 |
| 7Rory McNabbWaltham, MA | Eagle Strategies LLC +1 more | Adviser and broker | – | Atlas | 2023 |
| 8Jason C. VanderstreetWaltham, MA | Eagle Strategies LLC +1 more | Adviser and broker | – | Atlas | 2004 |
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.