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Andrew S Weissman

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
Cfwp Securites, Llc New York NY 09/2015 04/2017
Cantor Fitgerald Wealth Partners, Llc New York NY 09/2015 04/2017
Wealthspire Advisors New York City NY 04/2017 Present
Wealthspire Capital, Llc New York City NY 11/2017 06/2020
  • 09/2015 → 04/2017
    Cfwp Securites, Llc
    New York, NY
  • 09/2015 → 04/2017
    Cantor Fitgerald Wealth Partners, Llc
    New York, NY
  • 04/2017 → Present
    Wealthspire Advisors
    New York City, NY
  • 11/2017 → 06/2020
    Wealthspire Capital, Llc
    New York City, NY
Previous Registrations
  • 2017-04-20 → 2020-12-31
    Wealthspire Advisors
    New York, NY
  • 2016-10-17 → 2017-04-21
    Cantor Fitzgerald Wealth Partners, Llc
    New York, NY
  • 2012-05-22 → 2015-09-28
    Retirement Design & Management Inc
    Westport, CT
  • 2010-03-08 → 2012-06-15
    Morgan Stanley
    Purchase, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-05
  • S66 Uniform Combined State Law Examination
    2010-03-05
Designations

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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