Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,323Registered advisersEvery investment adviser representative
- 304,914Dually registered77% are also broker reps
- 93,409Adviser onlyNot registered with a broker-dealer
- 25,637FirmsWhere they're registered
- 56,898CFPs11,004 CFAs, 12,692 ChFCs
From the SEC’s compilation report of October 25, 2026, refreshed every morning. +22 since the file before. 1 firm join and 27 departures in the latest file. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Paul C. CamhiMelville, NY | The Wealth Alliance, LLC | Adviser and broker | CFP | Atlas | 2009 |
| 2Seth L. CohanMelville, NY | The Wealth Alliance, LLC | Adviser and broker | – | Atlas | 2021 |
| 3Adam S. DitonMelville, NY | The Wealth Alliance, LLC | Adviser and broker | CFP | Atlas | 2017 |
| 4William G. FraneyMelville, NY | The Wealth Alliance, LLC | Adviser only | – | Atlas | 2024 |
| 5Tyler E. GeorgeMelville, NY | The Wealth Alliance, LLC | Adviser only | CFP | Atlas | 2023 |
| 6John C. GreinerMelville, NY | The Wealth Alliance, LLC | Adviser and broker | – | Atlas | 2022 |
| 7Gregory J. LethbridgeMelville, NY | The Wealth Alliance, LLC | Adviser only | – | Atlas | 2025 |
| 8Peter E. SilberMellville, NY | The Wealth Alliance, LLC | Adviser and broker | CFP | Atlas | 2020 |
| 9Matthew P. ThomsonMelville, NY | The Wealth Alliance, LLC | Adviser and broker | – | Atlas | 2022 |
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.