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FinancialADVSR

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. 398,212Registered 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. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Thomas J. CasperWinter Park, FLSyntheticfi LLCAdviser only–Atlas2001
2Theodore G. JansBangor, MESyntheticfi LLCAdviser only–Atlas2026
3Michael O'DwyerCentennial, COSyntheticfi LLCAdviser only–Atlas2026
4Cooper D. RichmondSan Francisco, CASyntheticfi LLCAdviser only–Atlas2026
5Corey D. RounSan Francisco, CASyntheticfi LLCAdviser only–Atlas2010
6Yezhou WangSan Francisco, CASyntheticfi LLCAdviser only–Atlas2024
7Congying XiangOregon, WISyntheticfi LLCAdviser only–Atlas2025
8Yucheng YangSan Francisco, CASyntheticfi LLCAdviser only–Atlas2024
9Lonbaye D. YarnwaySan Francisco, CASyntheticfi LLCAdviser only–Atlas2014

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.