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

15 advisors

Unlock all 15
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Andrew J. CilentoStaten Island, NYChelsea Advisory Services, Inc.Adviser and brokerCFPAtlas2019
2Matthew F. CilentoStaten Island, NYChelsea Advisory Services, Inc.Adviser and broker–Atlas2024
3Jon P. FrancoBrooklyn, NYChelsea Advisory Services, Inc.Adviser and broker–Atlas2019
4Nicholas W. IarrobinoStaten Island, NYChelsea Advisory Services, Inc.Adviser and broker–Atlas2022
5John J. KalendekStaten Island, NYChelsea Advisory Services, Inc.Adviser and broker–Atlas2005
6David A. MedlinStaten Island, NYChelsea Advisory Services, Inc.Adviser and broker–Atlas2006
7Matthew R. NugentStaten Island, NYChelsea Advisory Services, Inc.Adviser and brokerCFPAtlas2013
8Daniel R. Overcash Jr.Jamestown, NYChelsea Advisory Services, Inc.Adviser and brokerCFPAtlas2020
9Joseph PalermoStaten Island, NYChelsea Advisory Services, Inc.Adviser and broker–Atlas2024
10Roseann PalermoStaten Island, NYChelsea Advisory Services, Inc.Adviser and broker–Atlas2008

5 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.