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Craig Alexander Amico

Wealthspire Advisors

New York, NY

CRD 5836515

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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
NY RA APPROVED 2022-12-12
  • NY RA
    APPROVED
    Since 2022-12-12

Branch Locations

521 Fifth Avenue 15Th Floor, New York, NY 10175 • 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
Merrill Lynch Jersey City NJ 05/2010 03/2019
Summit Financial, Llc Parsippany NJ 03/2019 11/2022
Wealthspire Advisors New York NY 11/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-31
  • S65 Uniform Investment Adviser Law Examination
    2013-12-31
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

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P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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