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

7 advisors

AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Charles J. EmanuelChattanooga, TNApex Strategic Wealth, LLCAdviser only–Atlas2008
2John T. Garmany Jr.Chattanooga, TNApex Strategic Wealth, LLCAdviser and broker–Atlas2000
3Josiah C. McDanielChattanooga, TNApex Strategic Wealth, LLCAdviser and broker–Atlas2020
4Robert L. Pragnell VChattanooga, TNApex Strategic Wealth, LLCAdviser and broker–Atlas2004
5Christopher A. TaylorChattanooga, TNApex Strategic Wealth, LLCAdviser onlyCFPAtlas2011
6Noah WoodChattanooga, TNApex Strategic Wealth, LLCAdviser and broker–Atlas2024
7William S. WoodChattanooga, TNApex Strategic Wealth, LLCAdviser and brokerCFPAtlas2002

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.