Tristan Robert Sobey

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

• 07/2018 → 04/2023
  Morgan Stanley
  Denver, CO
• 08/2017 → 07/2018
  University Of Colorado
  Boulder, CO
• 06/2017 → 08/2017
  Morgan Stanley
  Menlo Park, Ca, CA
• 08/2016 → 06/2017
  University Of Colorado
  Boulder, CO
• 06/2016 → 08/2016
  Morgan Stanley
  Menlo Park, CA
• 08/2014 → 06/2016
  University Of Colorado
  Boulder, CO
• 04/2023 → 01/2024
  Homemaker
  Broomfield, CO
• 01/2024 → 04/2025
  Parkside Financial Bank And Trust
  Denver, CO
• 05/2025 → 03/2026
  Homemaker
  Broomfield, CO
• 02/2026 → Present
  Wealthspire Advisors
  Denver, CO

Previous Registrations

• 2019-02-28 → 2023-06-02
  Morgan Stanley
  Menlo Park, CA
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2019-02-28