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Marc Feinberg

Wealthspire Retirement Advisory

New York, NY

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-10
  • NY RA
    APPROVED
    Since 2023-03-10

Branch Locations

New York, NY • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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
Nfp Plainview NY 08/2015 Present
Nfp Retirement, Inc Aliso Viejo CA 01/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 08/2015 → Present
    Nfp
    Plainview, NY
  • 01/2023 → 10/2025
    Nfp Retirement, Inc
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-10
  • S65 Uniform Investment Adviser Law Examination
    2023-03-10

View on SEC IAPD

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