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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Molly M. AhrabianNew York, NYIconiq Capital, LLCAdviser only–Atlas2015
2Michael T. AndersNew York, NYIconiq Capital, LLCAdviser only–Atlas2008
3William J. CarterNew York, NYIconiq Capital, LLCAdviser only–Atlas2022
4Andrew V. DalessioNew York, NYIconiq Capital, LLCAdviser only–Atlas2025
5Eugenie GreeffNew York, NYIconiq Capital, LLCAdviser only–Atlas2024
6Victoria Y. HoNew York, NYIconiq Capital, LLCAdviser only–Atlas2024
7Sean MahoneyNew York, NYIconiq Capital, LLCAdviser only–Atlas2022
8Trevor R. MarshallNew York, NYIconiq Capital, LLCAdviser only–Atlas2025
9Lindsay A. MoyNew York, NYIconiq Capital, LLCAdviser only–Atlas2014
10Aidan C. RolfeNew York, NYIconiq Capital, LLCAdviser only–Atlas2026

2 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.