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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. 398,212Registered 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. 8 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

8 advisors

Unlock all 8
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Gregory R. DukesPittsburgh, PAMfa Wealth Advisors, LLC +1 moreAdviser only–Atlas2018
2Nathan L. FulkmanPittsburgh, PAMfa Wealth Advisors, LLC +1 moreAdviser only–Atlas2013
3Tyler HowellsPittsburgh, PAMfa Wealth Advisors, LLC +1 moreAdviser only–Atlas2026
4Mark W. KasimirskyPittsburgh, PAMfa Wealth Advisors, LLC +1 moreAdviser only–Atlas2018
5Christopher S. McMahonPittsburgh, PAMfa Wealth Advisors, LLC +1 moreAdviser onlyChFCAtlas2005
6Jack H. McMahonPittsburgh, PAMfa Wealth Advisors, LLC +1 moreAdviser only–Atlas2026
7William M. McMahonPittsburgh, PAMfa Wealth Advisors, LLC +1 moreAdviser only–Atlas2025
8Megan M. PetruskaPittsburgh, PAMfa Wealth Advisors, LLC +1 moreAdviser only–Atlas2015

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.