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

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Oswaldo D. AbreuMiami, FLItau International Securities Inc.Adviser and broker–Atlas2002
2Maria L. ArbelaezMiami, FLItau International Securities Inc.Adviser and broker–Atlas2014
3Marcio Brito De LimaMiami, FLItau International Securities Inc.Adviser and brokerCFAAtlas2018
4David S. CardenasMiami, FLItau International Securities Inc.Adviser and broker–Atlas2016
5Carlos A. Darino LopezMiami, FLItau International Securities Inc.Adviser and brokerCFAAtlas2018
6Joao P. De Abreu RodriguesMiami, FLItau International Securities Inc.Adviser and brokerCFAAtlas2019
7Andre Dias CardosoMiami, FLItau International Securities Inc.Adviser and broker–Atlas2023
8Yuri Iwenicki ManelaAventura, FLItau International Securities Inc.Adviser and broker–Atlas2023
9Pablo Morgades RomeroMiami, FLItau International Securities Inc.Adviser and broker–Atlas2023
10Michel PulidoMiami, FLItau International Securities Inc.Adviser and broker–Atlas2018

4 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.