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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Darrell R. BeahonNew York, NYMillennial Advisers, LLC.Adviser only–Atlas2016
2William K. BradleyNew York, NYMillennial Advisers, LLC.Adviser and broker–Atlas2021
3Scott A. JohnsonNew York, NYMillennial Advisers, LLC.Adviser and broker–Atlas2015
4John ParmigianiNew York, NYMillennial Advisers, LLC.Adviser and broker–Atlas2015
5Brandon PaulinoNewport Beach, CAMillennial Advisers, LLC.Adviser and broker–Atlas2025
6John W. RiccioMiami, FLMillennial Advisers, LLC.Adviser and broker–Atlas2023
7Joseph H. SchepersLas Vegas, NVMillennial Advisers, LLC.Adviser and broker–Atlas2025
8Spiros G. StefanatosNew York, NYMillennial Advisers, LLC.Adviser and broker–Atlas2026
9Peter M. TorabkhanNew York, NYMillennial Advisers, LLC.Adviser and broker–Atlas2017
10Luigi S. VultaggioNew York, NYMillennial Advisers, LLC.Adviser and broker–Atlas2017

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.