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

39 advisors

Unlock all 39
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bridget R. BallEast Syracuse, NYPinnacle Investments, LLCAdviser and broker–Atlas2016
2John V. BianchiniEast Syracuse, NYPinnacle Investments, LLCAdviser and broker–Atlas2021
3Michele L. BrissonEast Syracuse, NYPinnacle Investments, LLCAdviser and broker–Atlas2025
4John BussEast Syracuse, NYPinnacle Investments, LLCAdviser and broker–Atlas2012
5Timothy C. CarrAuburn, NYPinnacle Investments, LLCAdviser and brokerCFPAtlas2018
6Stephen Y. ChowEast Syracuse, NYPinnacle Investments, LLCAdviser and broker–Atlas2016
7Robert F. CuculichEast Syracuse, NYPinnacle Investments, LLCAdviser and broker–Atlas2021
8Carol J. DarbyEast Syracuse, NYPinnacle Investments, LLCAdviser and broker–Atlas2008
9Stephanie E. DayEast Syracuse, NYPinnacle Investments, LLCAdviser and broker–Atlas2019
10Michael R. FiglerEast Syracuse, NYPinnacle Investments, LLCAdviser only–Atlas2002

29 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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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.