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FinancialADVSR

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. 398,323Registered advisersEvery investment adviser representative
  2. 304,914Dually registered77% are also broker reps
  3. 93,409Adviser onlyNot registered with a broker-dealer
  4. 25,637FirmsWhere they're registered
  5. 56,898CFPs11,004 CFAs, 12,692 ChFCs

From the SEC’s compilation report of October 25, 2026, refreshed every morning. +22 since the file before. 1 firm join and 27 departures in the latest file. 37 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

37 advisors

Unlock all 37
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Oluseun AdeyemiWashington, DCCitigroup Global Markets Inc.Adviser and broker–Atlas2017
2Eliran AssarafWashington, DCCitigroup Global Markets Inc.Adviser and broker–Atlas2017
3Andres CardonaWashington, DCCitigroup Global Markets Inc.Adviser and broker–Atlas2022
4Francisco CastellanosWashington, DCCitigroup Global Markets Inc.Adviser and broker–Atlas2018
5Kristin R. ChisamWashington, DCCitigroup Global Markets Inc.Adviser and broker–Atlas2014
6Ankit U. ChoksiWashington, DCCitigroup Global Markets Inc.Adviser and brokerCFAAtlas2014
7Angela ClardyWashington, DCCitigroup Global Markets Inc.Adviser and broker–Atlas2015
8Leonardo D. CostaWashington, DCCitigroup Global Markets Inc.Adviser and broker–Atlas2023
9Yousef El-EmaryWashington, DCCitigroup Global Markets Inc.Adviser and broker–Atlas2022
10Drew ElmorejrWashington, DCCitigroup Global Markets Inc.Adviser and broker–Atlas2023

27 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.