Investment adviser representative · Wealthspire Advisors
Uliana G. Michaelis
CRD 6472278 · Westport, CT
At a glance
Uliana G. Michaelis is an investment adviser representative with Wealthspire Advisors in Westport, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Uliana’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Wealthspire AdvisorsSince May 2021Westport, CT · $34B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Uliana’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Wealthspire Advisors
- Robert Gryboski Jr.Westport
- Oliver PurscheWestport
- Mya C. AbateNew York
- Craig A. AmicoNew York · Chartered Financial Analyst
- Devanshu AminNew York
- Marc E. AustinWest Hartford · Certified Financial Planner
- Abby R. BareMadison
- Blake R. BarrSeattle · Certified Financial Planner
Every advisor at Wealthspire Advisors →Wealthspire Advisors: assets, clients and custodians →Wealthspire news, moves and payouts →Financial advisors in Westport, CT →Every Wealthspire Advisors advisor in Westport →Advisor Moves: who changed firms this week →