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Patrick Callahan Ceplenski

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 2026-04-15
  • NY RA
    APPROVED
    Since 2026-04-15

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
The Colony Group, Llc Boston MA 02/2021 02/2026
Wolf & Company, P.C Boston MA 02/2018 02/2021
Andersen Boston MA 06/2016 01/2018
Wealthspire Advisors Melville NY 03/2026 Present
  • 02/2021 → 02/2026
    The Colony Group, Llc
    Boston, MA
  • 02/2018 → 02/2021
    Wolf & Company, P.C
    Boston, MA
  • 06/2016 → 01/2018
    Andersen
    Boston, MA
  • 03/2026 → Present
    Wealthspire Advisors
    Melville, NY
Previous Registrations
Designations

View on SEC IAPD

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