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

21 advisors

Unlock all 21
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael F. AltobelliRye Brook, NYBelle Haven Investments, L.P.Adviser and broker–Atlas2026
2Melissa A. ChaffeeRye Brook, NYBelle Haven Investments, L.P.Adviser and broker–Atlas2025
3Mark ChristianaRye Brook, NYBelle Haven Investments, L.P.Adviser and broker–Atlas2025
4Ryan A. CiavarelliRye Brook, NYBelle Haven Investments, L.P.Adviser and brokerCFAAtlas2025
5Mason J. DurandRye Brook, NYBelle Haven Investments, L.P.Adviser and broker–Atlas2009
6Andres Falcon GimenezRye Brook, NYBelle Haven Investments, L.P.Adviser and broker–Atlas2025
7Richard H. HolzingerRye Brook, NYBelle Haven Investments, L.P.Adviser and broker–Atlas2023
8Ross E. IngberRye Brook,, NYBelle Haven Investments, L.P.Adviser and broker–Atlas2012
9Lincoln H. JamesRye Brook, NYBelle Haven Investments, L.P.Adviser and broker–Atlas2025
10Dora D. LeeRye Brook, NYBelle Haven Investments, L.P.Adviser and broker–Atlas2025

11 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.