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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Victor A. DonatoBrielle, NJShore Point Advisors, LLCAdviser onlyCFPAtlas2021
2Colin FayBrielle, NJShore Point Advisors, LLCAdviser only–Atlas2025
3James P. Fay Sr.Brielle, NJShore Point Advisors, LLCAdviser only–Atlas2018
4Richard S. KrugBrielle, NJShore Point Advisors, LLCAdviser only–Atlas2019
5Jason C. LambBrielle, NJShore Point Advisors, LLCAdviser only–Atlas2014
6Nicholas R. Lanier Jr.Brielle, NJShore Point Advisors, LLCAdviser only–Atlas2021
7Jacob B. Rue VBrielle, NJShore Point Advisors, LLCAdviser only–Atlas2015
8John J. ScalabriniBrielle, NJShore Point Advisors, LLCAdviser only–Atlas2013
9Thomas M. ScalabriniBrielle, NJShore Point Advisors, LLCAdviser onlyPFSAtlas2002
10Neil J. TendlerBrielle, NJShore Point Advisors, LLCAdviser onlyPFSAtlas2002

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.