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Alix Rosenbaum

Wealthspire Advisors

New York, 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 2025-11-03
  • NY RA
    APPROVED
    Since 2025-11-03

Branch Locations

521 Fifth Avenue 15Th Floor, New York, NY 10175 • 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
University Of Wisconsin Madison Madison WI 08/2021 06/2025
Middle/High School N/A MA 01/2015 08/2021
Newedge Wealth Stamford CT 06/2024 08/2024
Wealthspire Advisors Llc New York NY 08/2025 Present
  • 08/2021 → 06/2025
    University Of Wisconsin Madison
    Madison, WI
  • 01/2015 → 08/2021
    Middle/High School
    N/A, MA
  • 06/2024 → 08/2024
    Newedge Wealth
    Stamford, CT
  • 08/2025 → Present
    Wealthspire Advisors Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-03
  • S65 Uniform Investment Adviser Law Examination
    2025-11-03

View on SEC IAPD

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CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

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Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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