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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 | 2024-11-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Pricewaterhousecoopers Corporate Finance Llc | New York | NY | 07/2020 | 07/2020 |
| Unemployed | San Gabriel | CA | 08/2020 | 07/2021 |
| Unemployed | San Gabriel | CA | 07/2010 | 07/2020 |
| Pricewaterhousecoopers Corporate Finance | New York | NY | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-19 |
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