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

27 advisors

Unlock all 27
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jose M. AbreuLas Vegas, NVPark Avenue Securities LLCAdviser and broker–Atlas2006
2Jamal M. AzzamLas Vegas, NVPark Avenue Securities LLCAdviser and broker–Atlas2023
3Jason E. BertonLas Vegas, NVPark Avenue Securities LLCAdviser and broker–Atlas2024
4Andrew T. BunkersLas Vegas, NVPark Avenue Securities LLCAdviser and broker–Atlas2024
5Jared D. BurgessLas Vegas, NVPark Avenue Securities LLCAdviser and broker–Atlas2025
6Patrick K. CollinsLas Vegas, NVPark Avenue Securities LLCAdviser and brokerCFPAtlas2013
7Joshua CrameLas Vegas, NVPark Avenue Securities LLCAdviser and broker–Atlas2018
8Joseph E. DelisiLas Vegas, NVPark Avenue Securities LLCAdviser and brokerCFP, ChFCAtlas2002
9Brennan G. DrewLas Vegas, NVPark Avenue Securities LLCAdviser and broker–Atlas2014
10Jason A. FredericoLas Vegas, NVPark Avenue Securities LLCAdviser and brokerCFP, ChFCAtlas2013

17 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.