Spencer Friedman

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:

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

Current Employers

Employment History

• 10/2022 → 08/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 06/2014 → 08/2019
  Camp Briar Hill
  Freehold, NJ
• 09/2014 → 06/2018
  Marlboro High School
  Marlboro, NJ
• 08/2018 → 05/2022
  University Of Maryland
  College Park, MD
• 09/2019 → 12/2019
  Big Ten Network
  College Park, MD
• 01/2021 → 05/2021
  University Of Maryland Alumni Association
  College Park, MD
• 05/2021 → 12/2021
  Sportsgrid
  East Rutherford, NJ
• 06/2022 → 09/2022
  Unemployed
  Marlboro, NJ
• 12/2022 → 08/2025
  Bank Of America, N.A.
  Pennington, NJ
• 08/2025 → Present
  Wealthspire Advisors Llc
  New York, NY

Previous Registrations

• 2023-03-21 → 2025-08-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Pennington, NJ
  New York, NY
  New York, NY
  Pennington, NJ
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-03-17