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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Andre J. BaldanzaThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2024
2Brian C. CheathamThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2019
3Lucas W. CheathamThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2012
4William E. GrantThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2007
5David R. Luedecke Jr.The Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2008
6Jonathan R. SalvatoThe Woodlands, TXDiamond Client Group, LLCAdviser onlyCFPAtlas2003
7Jeffrey J. SavoisThe Woodlands, TXDiamond Client Group, LLCAdviser and broker–Atlas2007
8William P. ScorpioThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2026
9Michael A. SitzmanThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2005

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.