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Est. 2026The front page of wealth managementNew York

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

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Balfoure P. BrenesBeverly Hills, CAAire Advisors, LLCAdviser only–Atlas2012
2Kristina C. DowningBeverly Hills, CAAire Advisors, LLCAdviser only–Atlas2007
3Daniel P. EbertNew York, NYAire Advisors, LLCAdviser only–Atlas2021
4Philip H. FesslerBeverly Hills, CAAire Advisors, LLCAdviser only–Atlas2008
5Maryam KhoshrezaBeverly Hills, CAAire Advisors, LLCAdviser only–Atlas2026
6Simone LiuBeverly Hills, CAAire Advisors, LLCAdviser only–Atlas2006
7Nathan MescobiBeverly Hills, CAAire Advisors, LLCAdviser only–Atlas2024
8Amir A. MonsefiBeverly Hills, CAAire Advisors, LLCAdviser only–Atlas2006
9Lily D. MossayiBeverly Hills, CAAire Advisors, LLCAdviser only–Atlas2024
10James C. NaifyBeverly Hills, CAAire Advisors, LLCAdviser only–Atlas2001

2 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.