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Inactive

Max Joseph Meltzer

Wealthspire Advisors

Potomac, MD

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-01-04
  • MD RA
    APPROVED
    Since 2021-01-04

Branch Locations

12435 Park Potomac Avenue Suite 500, Potomac, MD 20854 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthspire Advisors Potomac MD 09/2015 Present
Previous Registrations
  • 2015-09-22 → 2020-12-31
    Wealthspire Advisors
    Potomac, MD
  • 2014-11-18 → 2015-12-16
    Highline Wealth Management, Llc
    Rockville, MD
  • 2012-01-12 → 2014-11-11
    Convergent Wealth Advisors, Llc
    California, CA
  • 2010-12-15 → 2012-01-30
    Kestra Investment Services, Llc
    Bethesda, MD
  • 2008-09-22 → 2010-11-09
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 2007-12-07 → 2008-10-07
    Lehman Brothers Inc.
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-06
  • S66 Uniform Combined State Law Examination
    2007-12-06
Designations

View on SEC IAPD

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Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD
CHARLES SCHWAB & CO., INC. · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
EDWARD JONES · POTOMAC, MD
MORGAN STANLEY · POTOMAC, MD
PATHSTONE · Potomac, MD

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