The advisor directory is built from public registration records. Inclusion is not an endorsement, a recommendation, or a statement that an advisor is suitable for you.
We do not accept payment for directory ranking. Claimed and PRO listings are labelled, and paid features change how a listing is presented — never whether the underlying regulatory facts are accurate.
Regulatory identity — legal name, firm, CRD/IAR identifier, registrations, disclosures and sourced location — is read-only and cannot be edited by an advisor. Advisors may edit only marketing content such as a photo, biography, specialties, languages, contact details, service areas and a scheduling link.
Claiming a profile is not granted by confirming an email address. Ownership is decided by the shared identity service; while that cannot be verified, a claim stays pending and grants nothing.
When you ask to speak with an advisor, we tell you exactly what would be shared and ask for your consent first. Your holdings, balances, answers and report content are never included unless an authorized sharing channel exists, and none is connected today, so requests are captured for your review and nothing is sent.