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

27 advisors

Unlock all 27
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Joshua L. AbercrombieNew York, NYCantor Fitzgerald Investment AdvisorsAdviser and broker–Atlas2023
2Glenn AmbachNew York, NYCantor Fitzgerald Investment AdvisorsAdviser onlyCFAAtlas2006
3John M. BacigalupiNew York, NYCantor Fitzgerald Investment AdvisorsAdviser and broker–Atlas2022
4John D. BrimNew York, NYCantor Fitzgerald Investment Advisors +1 moreAdviser onlyCFAAtlas2000
5John T. BruceNew York, NYCantor Fitzgerald Investment AdvisorsAdviser onlyCFAAtlas1987
6Robert BurkeNew York, NYCantor Fitzgerald Investment AdvisorsAdviser and broker–Atlas2022
7Owen BurnsNew York, NYCantor Fitzgerald Investment Advisors +1 moreAdviser and broker–Atlas2016
8Timothy A. CollierNew York, NYCantor Fitzgerald Investment AdvisorsAdviser and broker–Atlas2009
9Gregory W. FergusonNew York, NYCantor Fitzgerald Investment AdvisorsAdviser and broker–Atlas2006
10Todd ForgioneNew York, NYCantor Fitzgerald Investment AdvisorsAdviser and broker–Atlas2021

17 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.