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Marilyn Schwartz Napoli

Wealthspire Advisors

New York, NY

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Current Employers
Wealthspire Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-11
  • NY RA
    APPROVED
    Since 2021-03-11

Branch Locations

521 Fifth Avenue 15Th Floor, New York, NY 10175 • 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
Cantor Fitzgerald Wealth Partners, Llc New York NY 08/2013 03/2017
Wealthspire Advisors New York City NY 03/2017 Present
Wealthspire Capital, Llc New York NY 10/2017 06/2020
  • 08/2013 → 03/2017
    Cantor Fitzgerald Wealth Partners, Llc
    New York, NY
  • 03/2017 → Present
    Wealthspire Advisors
    New York City, NY
  • 10/2017 → 06/2020
    Wealthspire Capital, Llc
    New York, NY
Previous Registrations
  • 2017-04-12 → 2020-12-31
    Wealthspire Advisors
    New York City, NY
  • 2013-09-13 → 2017-03-10
    Cantor Fitzgerald Wealth Partners, Llc
    New York, NY
  • 2008-06-23 → 2013-09-05
    Neuberger Berman Bd Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-20
  • S66 Uniform Combined State Law Examination
    2008-06-20
Designations
Other Names
  • Marilyn Schwartz

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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