Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 56,885CFPs10,996 CFAs, 12,688 ChFCs
From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
10 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Alishia A. DuboisGlen Allen, VA | Strathmore Capital Advisors | Adviser only | CFP | Atlas | 2022 |
| 2Zachary D. HuneycuttCharlotte, NC | Strathmore Capital Advisors | Adviser only | – | Atlas | 2024 |
| 3John C. KernodleCharlotte, NC | Strathmore Capital Advisors | Adviser only | – | Atlas | 2010 |
| 4Robert D. KernodleCharlotte, NC | Strathmore Capital Advisors | Adviser only | – | Atlas | 2011 |
| 5William G. KernodleCharlotte, NC | Strathmore Capital Advisors | Adviser only | – | Atlas | 2009 |
| 6Jennifer H. LuzzattoGlen Allen, VA | Strathmore Capital Advisors | Adviser only | CFP, CFA | Atlas | 2000 |
| 7Julia M. MartinelliCharlotte, NC | Strathmore Capital Advisors | Adviser only | – | Atlas | 2026 |
| 8Robin A. MitlerChapel Hill, NC | Strathmore Capital Advisors | Adviser only | – | Atlas | 2007 |
| 9Daniel J. O'RourkePooler, GA | Strathmore Capital Advisors | Adviser only | CFP | Atlas | 2022 |
| 10Edward M. StromanCharlotte, NC | Strathmore Capital Advisors | Adviser only | CFP | Atlas | 2015 |
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.