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Uliana G. Michaelis

Wealthspire Advisors

Westport, CT

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
CT RA APPROVED 2021-05-25
NY RA APPROVED 2021-05-25
  • CT RA
    APPROVED
    Since 2021-05-25
  • NY RA
    APPROVED
    Since 2021-05-25

Branch Locations

27 Imperial Ave, Westport, CT 06880 • United States

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
Llbh Private Wealth Management, Llc Westport CT 01/2015 07/2019
Wealthspire Advisors New York NY 08/2019 Present
  • 01/2015 → 07/2019
    Llbh Private Wealth Management, Llc
    Westport, CT
  • 08/2019 → Present
    Wealthspire Advisors
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-21
  • S65 Uniform Investment Adviser Law Examination
    2016-04-21
Designations
Other Names
  • Uliana G. Rymar

View on SEC IAPD

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