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Christopher Colin Kiessling

Wealthspire Advisors

Potomac, MD

CRD 5897244

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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:

Current Employers
Wealthspire Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-01-05
  • MD RA
    APPROVED
    Since 2021-01-05

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
  • 2011-03-31 → 2015-12-16
    Highline Wealth Management, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-30
  • S65 Uniform Investment Adviser Law Examination
    2011-03-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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