Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 12 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
12 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Maxwell A. BlumbergDaniel Island, SC | Curran Financial Partners, LLC | Adviser only | – | Atlas | 2025 |
| 2John L. CummingsDaniel Island, SC | Curran Financial Partners, LLC | Adviser only | – | Atlas | 2026 |
| 3Adam B. CurranDaniel Island, SC | Curran Financial Partners, LLC | Adviser only | CFP | Atlas | 2009 |
| 4Ross A. DewaardDaniel Island, SC | Curran Financial Partners, LLC | Adviser only | – | Atlas | 2022 |
| 5Francis FerezDaniel Island, SC | Curran Financial Partners, LLC | Adviser only | – | Atlas | 2026 |
| 6Joseph M. IafeliceDaniel Island, SC | Curran Financial Partners, LLC | Adviser only | – | Atlas | 2023 |
| 7Christine M. KrieglDaniel Island, SC | Curran Financial Partners, LLC | Adviser only | – | Atlas | 2013 |
| 8Katherine A. LivingstonDaniel Island, SC | Curran Financial Partners, LLC | Adviser only | – | Atlas | 2025 |
| 9Christopher N. McQuadeDaniel Island, SC | Curran Financial Partners, LLC | Adviser only | – | Atlas | 2017 |
| 10Frank G. PassalaquaDaniel Island, SC | Curran Financial Partners, LLC | Adviser only | – | Atlas | 2021 |
2 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.