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

34 advisors

Unlock all 34
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jared C. AmatuzzoNew York, NYBNY Mellon Securities CorporationAdviser and broker–Atlas2008
2Gabrielle BentzeNew York, NYBNY Mellon Securities CorporationAdviser and broker–Atlas2025
3Andrew BermanNew York, NYBNY Mellon Securities CorporationAdviser and broker–Atlas2024
4John A. CiminoNew York, NYBNY Mellon Securities CorporationAdviser and broker–Atlas2011
5Theresa M. CoenNew York, NYBNY Mellon Securities CorporationAdviser and broker–Atlas2013
6Lauren CoronaNew York, NYBNY Mellon Securities CorporationAdviser and broker–Atlas2004
7Vincent A. DeroseNew York, NYBNY Mellon Securities CorporationAdviser and broker–Atlas2012
8Charles W. Fagan Jr.New York, NYBNY Mellon Securities CorporationAdviser and broker–Atlas2013
9Benjamin FergusonNew York, NYBNY Mellon Securities CorporationAdviser and broker–Atlas2025
10Payton V. GabrielNew York, NYBNY Mellon Securities CorporationAdviser and broker–Atlas2020

24 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.