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. 6 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
6 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Steven K. DentonCharlotte, NC | Merit Financial Advisors | Adviser and broker | CFP | Atlas | 2014 |
| 2Zachary C. GreenRaleigh, NC | Merit Financial Advisors | Adviser and broker | CFP | Atlas | 2009 |
| 3Billy M. Grissom IIIRaleigh, NC | Merit Financial Advisors | Adviser and broker | – | Atlas | 2021 |
| 4Kunal B. PatelFuquay Varina, NC | Merit Financial Advisors | Adviser and broker | – | Atlas | 2022 |
| 5Deborah B. StametsDavidson, NC | Merit Financial Advisors | Adviser only | – | Atlas | 2019 |
| 6David M. WahlenRaleigh, NC | Merit Financial Advisors | Adviser and broker | – | 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.