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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Robert T. DignanPonte Vedra, FLHighland Investment Advisors LLCAdviser onlyCFPAtlas2005
2Scott J. KeipperBrookfield, WIHighland Investment Advisors LLCAdviser onlyPFSAtlas2006
3Anastasiya KolodiyPonte Vedra, FLHighland Investment Advisors LLCAdviser only–Atlas2024
4Abbigail KunaBrookfield, WIHighland Investment Advisors LLCAdviser only–Atlas2026
5Ryan M. MoranBrookfield, WIHighland Investment Advisors LLCAdviser onlyCFP, CFAAtlas2021
6William D. MorrisonPonte Vedra, FLHighland Investment Advisors LLCAdviser only–Atlas2015
7Adam R. StoecklerPonte Vedra, FLHighland Investment Advisors LLCAdviser onlyCFPAtlas2010
8Beverly P. WhitmanPonte Vedra, FLHighland Investment Advisors LLCAdviser onlyCFPAtlas2013
9Mark M. WhitmanPonte Vedra, FLHighland Investment Advisors LLCAdviser onlyCFPAtlas2025

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.