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Liam Smith

Wealthspire Advisors

Melville, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-26
  • NY RA
    APPROVED
    Since 2026-05-26

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
OrganizationCityStateFromTo
Farmingdale State College Farmingdale NY 09/2020 05/2025
Pc Richard & Son Farmingdale NY 01/2020 08/2020
Bas Planning Corp. Farmingdale NY 06/2021 09/2021
Essentia Water Farmingdale NY 01/2022 10/2024
Wealthspire Advisors Llc Melville NY 09/2025 Present
Wealthspire Advisors Llc Melville NY 05/2025 08/2025
Middle/High School Fort Salonga NY 09/2015 06/2020
  • 09/2020 → 05/2025
    Farmingdale State College
    Farmingdale, NY
  • 01/2020 → 08/2020
    Pc Richard & Son
    Farmingdale, NY
  • 06/2021 → 09/2021
    Bas Planning Corp.
    Farmingdale, NY
  • 01/2022 → 10/2024
    Essentia Water
    Farmingdale, NY
  • 09/2025 → Present
    Wealthspire Advisors Llc
    Melville, NY
  • 05/2025 → 08/2025
    Wealthspire Advisors Llc
    Melville, NY
  • 09/2015 → 06/2020
    Middle/High School
    Fort Salonga, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-26
  • S65 Uniform Investment Adviser Law Examination
    2026-05-26

View on SEC IAPD

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