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Donna Levy-Leroy

Wealthspire Advisors

New York, NY

CRD 1280765

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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 2021-09-11
  • NY RA
    APPROVED
    Since 2021-09-11

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
Wealthspire New York NY 02/2000 Present
  • 02/2000 → Present
    Wealthspire
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-16
S63 Uniform Securities Agent State Law Examination 1985-11-05
  • S65 Uniform Investment Adviser Law Examination
    1997-06-16
  • S63 Uniform Securities Agent State Law Examination
    1985-11-05
Other Names
  • Donna Levy
  • Donna Levyleroy

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
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Nearby Offices

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