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Wealthspire Advisors CRD 106181
$34.3B regulatory AUM 400 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-29 |
Branch Locations
90 Park Ave Suite 1600, New York, NY 10016 • United States
521 Fifth Avenue, 15Th Floor, New York, NY 10175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford F. Bernstein & Co., Llc. | New York | NY | 08/2011 | 05/2018 |
| Lenox Wealth Advisors, Llc | New York | NY | 05/2018 | 06/2022 |
| Wealthspire Advisors | New York | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-20 |
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