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

22 advisors

Unlock all 22
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1David AbramsonJersey City, NJSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2018
2Joseph P. BiscardiJersey City, NJSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2025
3Daniel E. ColluccioBasking Ridge, NJSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2006
4Natani DratiJersey City, NJSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2024
5Cynthia HowellsJersey City, NJSchwab Wealth Advisory, Inc.Adviser and brokerCFP, CFAAtlas2023
6Simon J. KuntharaJersey City, NJSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2024
7Javier E. LopezJersey City, NJSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2014
8Jose A. MartinezJersey City, NJSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2007
9Philip A. MastelloneJersey City, NJSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2022
10Reginald J. ParksJersey City, NJSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2025

12 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.