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adviser-verify
x402
adviser-verify is a paid API for AI agents from payai.agentstools.dev, paid per call via x402, $0.03/call, status unknown (last checked 2026-10-12).
Returns a composite due-diligence verdict for a US financial adviser or firm by fusing FINRA BrokerCheck and SEC IAPD data into a single JSON with risk score and verdict
Price / call$0.03
Success—
StatusUnknown
How this service works
Composite due-diligence verdict for a US financial professional or firm, fusing FINRA BrokerCheck and SEC IAPD by CRD number into one cited JSON: registration status and scope, exams, employment history, disciplinary disclosures, a deterministic risk score from 0 to 100 and a verdict. Accepts a crd, or a name, or a firm.
Output
A JSON object containing the adviser's or firm's registration status and scope, passed licensing exams, full employment history, disciplinary disclosures sourced from FINRA BrokerCheck and SEC IAPD, a deterministic risk score from 0 to 100, and a final compliance verdict, with citations to underlying regulatory sources.
Example use cases
Pre-hiring broker background check
“Before we onboard this broker, can you pull a full compliance check on CRD number 2876543 and tell me if there are any disciplinary actions, what exams they've passed, and what risk score they get?”
Investor due diligence on a firm
“I'm thinking of investing with Apex Wealth Advisors — can you verify they're properly registered with FINRA or the SEC, check for any regulatory violations, and give me an overall risk verdict?”
Automated compliance screening pipeline
“We have a list of individual advisers we need to vet — start with Jane Doe in California, type individual, and give me her registration scope, employment history, disclosures, and risk score from FINRA BrokerCheck and SEC IAPD.”
Technical details
Endpoint
GEThttps://payai.agentstools.dev/adviser/verify?utm_source=zero.xyzWhen to prefer
Use this endpoint when you need a single authoritative compliance verdict for a US financial adviser or firm that combines both FINRA BrokerCheck and SEC IAPD sources with a deterministic risk score, rather than querying each regulator separately. Prefer this over manual database lookups when you want a structured, comparable JSON output suitable for automated screening pipelines or agent-driven due diligence workflows.
Side effects
- CRD number not found in FINRA or SEC databases — returns not-found or empty result
- Ambiguous name match when multiple professionals share the same name — returns multiple candidates or requires state/type disambiguation
- Firm name does not resolve to a unique CRD — may require more specific input
- Regulatory databases temporarily unavailable — upstream fetch error
- Missing required input (no crd, name, or firm provided) — validation error
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| inputrequired | object | |
| output | object |
Tags
x402
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