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Belle Bennett

Wealthspire Advisors

Boca Raton, FL

CRD 8009212

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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
FL RA APPROVED 2026-05-05
  • FL RA
    APPROVED
    Since 2026-05-05

Branch Locations

150 E Palmetto Park Rd, Ste 500, Boca Raton, FL 33432 • 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 Llc Boca Raton FL 08/2024 Present
Michigan State University East Lansing MI 08/2021 06/2024
Palm Beach Central High School Palm Beach FL 08/2016 06/2020
Unemployed Pennington NJ 06/2020 08/2021
  • 08/2024 → Present
    Wealthspire Advisors Llc
    Boca Raton, FL
  • 08/2021 → 06/2024
    Michigan State University
    East Lansing, MI
  • 08/2016 → 06/2020
    Palm Beach Central High School
    Palm Beach, FL
  • 06/2020 → 08/2021
    Unemployed
    Pennington, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-07
  • S65 Uniform Investment Adviser Law Examination
    2024-11-07

View on SEC IAPD

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