Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 15 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
15 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Raul AcevedoNew York, NY | Lido | Adviser only | – | Atlas | 2016 |
| 2Keith G. AndreasenNew York, NY | Lido | Adviser only | CFP | Atlas | 2023 |
| 3Davis H. BellNew York, NY | Lido | Adviser only | – | Atlas | 2022 |
| 4Luke A. BenderNew York, NY | Lido | Adviser only | – | Atlas | 2025 |
| 5Maria Elena BirdNew York, NY | Lido | Adviser only | – | Atlas | 2021 |
| 6Henry R. ChausseeNew York, NY | Lido | Adviser only | CFP | Atlas | 2025 |
| 7Nicholas DoddoNew York, NY | Lido | Adviser only | – | Atlas | 2020 |
| 8Kamarra FreemanNew York, NY | Lido | Adviser only | – | Atlas | 2026 |
| 9David S. HaddadNew York, NY | Lido +1 more | Adviser only | – | Atlas | 2022 |
| 10Elias KaplanNew York, NY | Lido | Adviser only | CFP | Atlas | 2021 |
5 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.