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Wealthspire Advisors CRD 106181
$34.3B regulatory AUM 400 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-28 |
Branch Locations
521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Greenwich | CT | 07/2024 | 07/2026 |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 07/2024 | 07/2026 |
| Creative Financial Staffing | Shelton | CT | 12/2022 | 06/2024 |
| Yale New Haven Health | Bridgeport | CT | 06/2022 | 06/2024 |
| Wealthspire Advisors | West Hartford | CT | 06/2023 | 08/2023 |
| Crossroads Pizza | Bridgeport | CT | 06/2021 | 07/2022 |
| Jersey Mikes Subs | Milford | CT | 11/2020 | 05/2021 |
| Cohen And Wolf | Bridgeport | CT | 09/2019 | 06/2020 |
| Fairfield University | Fairfield | CT | 09/2020 | 06/2024 |
| Kohl's, Inc | Trumbull | CT | 11/2022 | 01/2023 |
| Unemployed | Bridgeport | CT | 07/2020 | 08/2020 |
| Unemployed | Bridgeport | CT | 07/2014 | 08/2019 |
| Wealthspire Advisors | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
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