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Greta Panke

Wealthspire Advisors

West Hartford, CT

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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 2025-09-23
  • CT RA
    APPROVED
    Since 2025-09-23

Branch Locations

29 South Main Street, Suite 300, West Hartford, CT 06107 • 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 West Hartford CT 06/2024 07/2024
Travelers Milldale CT 06/2023 08/2024
Connecticut College New London CT 09/2021 05/2025
Middle/High School Milldale CT 08/2015 06/2021
Wealthspire Advisors Llc West Hartford CT 06/2025 Present
  • 06/2024 → 07/2024
    Wealthspire Advisors Llc
    West Hartford, CT
  • 06/2023 → 08/2024
    Travelers
    Milldale, CT
  • 09/2021 → 05/2025
    Connecticut College
    New London, CT
  • 08/2015 → 06/2021
    Middle/High School
    Milldale, CT
  • 06/2025 → Present
    Wealthspire Advisors Llc
    West Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-23
  • S65 Uniform Investment Adviser Law Examination
    2025-09-23

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
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