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

16 advisors

Unlock all 16
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Teresa L. AbramsonOrange City, FLBankers Life Advisory Services, Inc.Adviser and broker–Atlas2021
2Sarah A. BirkinSarasota, FLBankers Life Advisory Services, Inc.Adviser and broker–Atlas2025
3Brandon BuccieriPort St Lucie, FLBankers Life Advisory Services, Inc.Adviser and broker–Atlas2025
4Kennie M. Day IIIFt Myers, FLBankers Life Advisory Services, Inc.Adviser and broker–Atlas2025
5Trevor DurhamPort St Lucie, FLBankers Life Advisory Services, Inc.Adviser and broker–Atlas2023
6Alison D. FreeFort Myers, FLBankers Life Advisory Services, Inc.Adviser and broker–Atlas2021
7Milla GudukasDaytona Beach, FLBankers Life Advisory Services, Inc.Adviser and brokerCFPAtlas2017
8Kristopher R. HissamSarasota, FLBankers Life Advisory Services, Inc.Adviser and brokerCFPAtlas2022
9Rita P. HollingsworthSarasota, FLBankers Life Advisory Services, Inc.Adviser and broker–Atlas2020
10James P. MyersDaytona Beach, FLBankers Life Advisory Services, Inc.Adviser and broker–Atlas2022

6 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.