Inactive

Kathryn L O'COnnor

Wealthspire Advisors

CRD 7783292

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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

Authority	Category	Status	Date
VA	RA	APPROVED	2023-09-05

VA RA
APPROVED

Since 2023-09-05

Branch Locations

11911 Freedom Drive, Suite 700, Reston, VA 20190 • 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

Organization	City	State	From	To
Wealthspire Advisors	Reston	VA	07/2023	Present
Wealthspire Advisors	Reston	VA	06/2022	07/2022
Virginia Tech	Blacksburg	VA	08/2020	05/2023
Middle/High School	Warrenton	VA	07/2013	08/2020

07/2023 → Present

Wealthspire Advisors

Reston, VA
06/2022 → 07/2022

Wealthspire Advisors

Reston, VA
08/2020 → 05/2023

Virginia Tech

Blacksburg, VA
07/2013 → 08/2020

Middle/High School

Warrenton, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-09-05

S65 Uniform Investment Adviser Law Examination

2023-09-05

View on SEC IAPD

Nearby Firms

MASON INVESTMENT ADVISORY SERVICES INC

STAPLE INVESTMENTS LLC

CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BRIAN MICHAEL KELLEY

Shayna Amalie Lebowitz

Nearby Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA

STAPLE INVESTMENTS LLC · RESTON, VA

CETERA INVESTMENT ADVISERS LLC · RESTON, VA

More in Reston, VA

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