Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Brian T. BotheNaples, FL | Amerity Wealth Management, LLC | Adviser only | – | Atlas | 2001 |
| 2Jason W. HerschTampa, FL | Amerity Wealth Management, LLC | Adviser only | – | Atlas | 2020 |
| 3Brian S. PearceWinter Haven, FL | Amerity Wealth Management, LLC | Adviser only | – | Atlas | 2006 |
| 4Lance M. PearceWinter Haven, FL | Amerity Wealth Management, LLC | Adviser only | – | Atlas | 2020 |
| 5Richard S. TeitelbaumTampa, FL | Amerity Wealth Management, LLC | Adviser only | – | Atlas | 2020 |
| 6Gil Blas M. VelezWest Palm Beach, FL | Amerity Wealth Management, LLC | Adviser only | – | Atlas | 2014 |
| 7David R. WattlesFort Myers, FL | Amerity Wealth Management, LLC | Adviser only | – | Atlas | 2015 |
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.