get_advisor
shallowcom.advisorfinder/mcp · Verify this server
Get the full profile for an investment adviser representative (IAR) by CRD number — no need to search first if you already have it. Returns employment history (current firm first, then previous), exams passed, the states where they hold an investment-adviser registration (`advisory_states`; broker-dealer state registrations are reported separately as a labeled count in `also_registered_as_broker`, because selling securities is not the same as giving investment advice), professional designations (always labeled self-reported — none of this data is independently verified), years in the industry, and four-state disclosure status (never phrased as "clean"/"safe": none_reported / disclosed_no_detail / disclosed_with_detail / unknown). Data is derived from SEC IAPD / FINRA BrokerCheck.
1 trials · measured 2 days ago
get_advisor scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against com.advisorfinder/mcp, measured 31 Aug 2026 under methodology v0.2.0. Every measured component scored 100.
Component breakdown
| Component | Weight | Value |
|---|---|---|
| Reliability | 35% | not applicable |
| Schema integrity | 25% | 100.0 |
| Failure behaviour | 15% | not applicable |
| Latency | 15% | not applicable |
| Concurrency | 10% | not applicable |
Tool details
- Transport
- remote + stdio
- Credential class
- open
- Category
- Finance & compliance
- Input schema
- not declared
- Output schema
- not declared
- Side-effect classification
- unclassified
Score history
| Day | Score | Tier | Methodology |
|---|---|---|---|
| 2026-08-31 | 100.0 | shallow | v0.2.0 |
Probe evidence
| Probe | Outcomes |
|---|---|
| schema_integrity | pass: 1 |
Raw request/response logs are not archived yet — the outcome counts above are drawn directly from every recorded trial.
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