Alia Elizabeth Wagenhoffer

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  Wealthspire Advisors
  Reston, VA

Previous Registrations

• 2021-01-05 → 2024-03-28
  Wealthspire Advisors
  Reston, VA
• 2015-09-22 → 2020-12-31
  Wealthspire Advisors
  New York, NY
• 2013-11-12 → 2015-12-16
  Highline Wealth Management, Llc
  Rockville, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-12

Designations

• Certified Financial Planner