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Katarina Stefanie Obermaier

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 2026-04-10
  • NY RA
    APPROVED
    Since 2026-04-10

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 Melville NY 06/2022 Present
Colgate University Hamilton NY 08/2018 05/2022
Long Point Capital New York NY 05/2020 08/2020
Long Point Capital New York NY 05/2021 08/2021
Huntington High School Huntington NY 09/2014 06/2018
  • 06/2022 → Present
    Wealthspire Advisors
    Melville, NY
  • 08/2018 → 05/2022
    Colgate University
    Hamilton, NY
  • 05/2020 → 08/2020
    Long Point Capital
    New York, NY
  • 05/2021 → 08/2021
    Long Point Capital
    New York, NY
  • 09/2014 → 06/2018
    Huntington High School
    Huntington, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-23
  • S65 Uniform Investment Adviser Law Examination
    2024-04-23

View on SEC IAPD

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