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Colombo M Baldini

Wealthspire Retirement Advisory

Maitland, FL

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
MI RA APPROVED 2024-05-30
  • MI RA
    APPROVED
    Since 2024-05-30

Branch Locations

1060 Maitland Center Commons Suite 360, Maitland, FL 32751 • 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
Valic Financial Advisors, Inc. Baton Rouge LA 10/2009 09/2022
Nfp Retirement, Inc. Aliso Viejo CA 05/2024 10/2025
Clear Sage Advisors, Inc. Bethlehem PA 12/2022 07/2023
Cornerstone Advisors, Inc. Catonsville MD 07/2023 02/2024
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 10/2009 → 09/2022
    Valic Financial Advisors, Inc.
    Baton Rouge, LA
  • 05/2024 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 12/2022 → 07/2023
    Clear Sage Advisors, Inc.
    Bethlehem, PA
  • 07/2023 → 02/2024
    Cornerstone Advisors, Inc.
    Catonsville, MD
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-03
S63 Uniform Securities Agent State Law Examination 1996-01-22
  • S66 Uniform Combined State Law Examination
    2009-12-03
  • S63 Uniform Securities Agent State Law Examination
    1996-01-22
Other Names
  • Colombo Marco Baldini

View on SEC IAPD

Other Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
MOORS & CABOT, INC.
FIFTH THIRD SECURITIES, INC.
HYPERION WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Other Investors

ERIC WARREN KATAUSKAS
David Zach Webster
Alan Pascale
JEANNINE MARY STECKLAIR
Matthew Alan Pascale
MICHAEL ARTHUR MAGUIRE
MATTHEW APGAR BALADY
ANTHONY JOSEPH DORVAL

Other Offices

OSAIC WEALTH, INC. · MAITLAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MAITLAND, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Maitland, FL
MOORS & CABOT, INC. · Maitland, FL
FIFTH THIRD SECURITIES, INC. · MAITLAND, FL
HYPERION WEALTH MANAGEMENT, LLC · MAITLAND, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Maitland, FL
EDWARD JONES · MAITLAND, FL

More in Maitland, FL

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