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David Say Edwards

Wealthspire Advisors

New York, NY

CRD 1343391

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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 2023-10-23
  • NY RA
    APPROVED
    Since 2023-10-23

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
Heron Financial Group, Llc New York NY 01/1996 Present
  • 01/1996 → Present
    Heron Financial Group, Llc
    New York, NY
Previous Registrations
  • 2021-08-27 → 2023-11-02
    Wealthspire Advisors
    New York, NY
Other Names
  • David Tausig-Edwards

View on SEC IAPD

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