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

109 advisors

Unlock all 109
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael L. AppelbaumGarden City, NYJanney Montgomery Scott LLCAdviser and broker–Atlas2006
2Anna K. BanksNew York, NYJanney Montgomery Scott LLCAdviser and broker–Atlas2026
3Cintra V. BedassieHauppauge, NYJanney Montgomery Scott LLCAdviser and broker–Atlas2004
4Domenic P. BiamonteNew York, NYJanney Montgomery Scott LLCAdviser and broker–Atlas2024
5Margaret E. BlisardHauppauge, NYJanney Montgomery Scott LLCAdviser and broker–Atlas2006
6Alan J. BogatchSaratoga Springs, NYJanney Montgomery Scott LLCAdviser and brokerCFPAtlas2004
7Lisa A. BruleGarden City, NYJanney Montgomery Scott LLCAdviser and brokerCFPAtlas2009
8Olivia CamhiNew York, NYJanney Montgomery Scott LLCAdviser and broker–Atlas2026
9Danielle CariniMelville, NYJanney Montgomery Scott LLCAdviser and broker–Atlas2021
10Courtney P. CarnevaleNew York, NYJanney Montgomery Scott LLCAdviser and brokerCFPAtlas2015

99 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.