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Carolina Llano Gonzalez

Wealthspire Advisors

Melville, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-13
  • NY RA
    APPROVED
    Since 2026-05-13

Branch Locations

400 Broadhollow Road, Suite 301, Melville, NY 11747 • 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 Advisors Llc Boca Raton FL 01/2022 Present
Finemark National Bank & Trust Scottsdale AZ 01/2014 11/2021
  • 01/2022 → Present
    Wealthspire Advisors Llc
    Boca Raton, FL
  • 01/2014 → 11/2021
    Finemark National Bank & Trust
    Scottsdale, AZ
Previous Registrations
Designations
Other Names
  • Carolina Llano

View on SEC IAPD

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