Andrew S Weissman

Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2010-03-05

Designations

• Certified Financial Planner