Eric Scott Bernstein

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

Authority	Category	Status	Date
NY	RA	APPROVED	2026-04-10

NY RA
APPROVED

Since 2026-04-10

Branch Locations

400 Broadhollow Road, Suite 301, Melville, NY 11747 • 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

Organization	City	State	From	To
Wealthspire Advisors	Melville	NY	06/2015	Present

06/2015 → Present

Wealthspire Advisors

Melville, NY

Previous Registrations

2021-08-30 → 2026-06-02

Wealthspire Advisors

Melville, NY

Other Businesses

GMAG Management LP. Investment Related. 400 Broadhollow Road, Suite 301, Melville, NY 11747. Asset Management. Designee/Director of Alternative Investments. Designee of the investment manager to execute processes necessary for the oversight and administration of GM Advisory Group's private fund program. 11/01/2023. 8hrs/month. 8hrs/month. Day-to-day operational and investor relation functions for various private funds.