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

16 advisors

Unlock all 16
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jeffrey AcklerTavares, FLSynergy Investment Management LLCAdviser and brokerCFPAtlas2006
2Julia R. AdamsAltamonte Springs, FLSynergy Investment Management LLCAdviser and broker–Atlas2026
3Christopher M. Claude Jr.Altamonte Springs, FLSynergy Investment Management LLCAdviser and broker–Atlas2025
4Guy B. DavidsonAltamonte Springs, FLSynergy Investment Management LLCAdviser and broker–Atlas2026
5Shari L. FlowersAvon Park, FLSynergy Investment Management LLCAdviser and broker–Atlas2025
6Thomas T. GerardiAltamonte Springs, FLSynergy Investment Management LLCAdviser and broker–Atlas2007
7Thomas L. HenryLake Mary, FLSynergy Investment Management LLC +1 moreAdviser and broker–Atlas1999
8Carrie B. LetsingerThe Villages, FLSynergy Investment Management LLCAdviser and broker–Atlas2013
9Isabel I. OrtizTavares, FLSynergy Investment Management LLCAdviser and brokerCFPAtlas2022
10Liam RileyAltamonte Springs, FLSynergy Investment Management LLCAdviser and broker–Atlas2026

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.