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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 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
1Jacob CornellPort Charlotte, FLCentaurus Financial, Inc.Adviser and broker–Atlas2020
2Sherri L. DesjardinsLady Lake, FLCentaurus Financial, Inc.Adviser and broker–Atlas2016
3Brett F. EwingPalm Coast, FLCentaurus Financial, Inc.Adviser and broker–Atlas2008
4Mark S. GeschwindBoynton Beach, FLCentaurus Financial, Inc.Adviser and brokerChFCAtlas2011
5Andres GomezMiami, FLCentaurus Financial, Inc.Adviser and broker–Atlas2021
6Christina E. KinseyPalm Coast, FLCentaurus Financial, Inc.Adviser and broker–Atlas2009
7David M. LinskyPalm Beach Gardens, FLCentaurus Financial, Inc.Adviser and broker–Atlas2024
8Stephen L. MitchellTallahassee, FLCentaurus Financial, Inc.Adviser and broker–Atlas2010
9William D. SaundersTallahassee, FLCentaurus Financial, Inc.Adviser and broker–Atlas2024
10Robert N. SchimmelFt. Myers, FLCentaurus Financial, Inc.Adviser and broker–Atlas2003

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.