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. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Andrew L. BuschleNaples, FL | U.S. Bancorp Advisors, LLC | Adviser and broker | – | Atlas | 2019 |
| 2David G. DavenportNaples, FL | U.S. Bancorp Advisors, LLC | Adviser and broker | – | Atlas | 2001 |
| 3Keith N. FakhouryTampa, FL | U.S. Bancorp Advisors, LLC | Adviser and broker | – | Atlas | 2025 |
| 4Marcia V. NehallOrlando, FL | U.S. Bancorp Advisors, LLC | Adviser and broker | – | Atlas | 2013 |
| 5Shalee M. ShieldsVero Beach, FL | U.S. Bancorp Advisors, LLC | Adviser and broker | – | Atlas | 2020 |
| 6Jeffrey F. SmithPalm Beach, FL | U.S. Bancorp Advisors, LLC | Adviser and broker | – | Atlas | 2013 |
| 7Nicholas J. StrandPalm Harbor, FL | U.S. Bancorp Advisors, LLC | Adviser and broker | – | Atlas | 2009 |
| 8Randall V. Van Meter Jr.Fort Lauderdale, FL | U.S. Bancorp Advisors, LLC | Adviser and broker | – | Atlas | 2011 |
| 9Cara M. ZambellaTampa, FL | U.S. Bancorp Advisors, LLC | Adviser and broker | – | Atlas | 2024 |
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.