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Erik Anthony Szabocsik

Wealthspire Advisors

Annapolis, MD

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Current Employers
Wealthspire Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

900 Bestgate Road Suite 200, Annapolis, MD 21401 • 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
Fidelity Investments Shrewsbury NJ 11/2010 11/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 11/2019
Wealthspire Advisors Fulton MD 12/2019 Present
  • 11/2010 → 11/2019
    Fidelity Investments
    Shrewsbury, NJ
  • 07/2018 → 11/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 12/2019 → Present
    Wealthspire Advisors
    Fulton, MD
Previous Registrations
  • 2020-01-02 → 2021-10-01
    Wealthspire Advisors
    Annapolis, MD
    Fulton, MD
  • 2018-07-13 → 2019-12-03
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2012-06-07 → 2018-07-13
    Strategic Advisers Llc
    New York, NY
    New York, NY
    Bridgewater, NJ
    New York, NY
  • 2009-03-10 → 2010-11-08
    Equitable Advisors, Llc
    Edison, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-04
  • S66 Uniform Combined State Law Examination
    2009-03-04
Designations
Other Names
  • Erik Szabocsik

View on SEC IAPD

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