Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in New York
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in New York, by city and A to Z.
The short answer
78 registered advisors work at Wealthspire Advisors in New York, out of 220 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (59). 30 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors by city in New York
Every firm in New York →Wealthspire Advisors advisors in New York, A to Z
Search by name →- Mya C. AbateNew York
- Craig A. AmicoNew York · Chartered Financial Analyst
- Devanshu AminNew York
- Camila S. BentosNew York
- Jonathan G. BerhaneNew York · Certified Financial Planner
- Eric S. BernsteinMelville
- Michael J. BongiornoMelville
- Madelyn BowlesNew York · Certified Financial Planner
- Kevin J. BradyNew York · Certified Financial Planner
- John T. BrilloNew York
- Michael BuetiMelville · Certified Financial Planner
- John R. BurnsNew York
- Stephanie G. CarmelNew York · Certified Financial Planner
- Spencer CarverNew York
- Christopher D. CastellanoMelville · Certified Financial Planner
- Patrick C. CeplenskiMelville · Certified Financial Planner
- Connor J. DarrellNew York
- Stephane De BrechardNew York
- Michael N. DelgassNew York
- Eric J. DostalNew York · Certified Financial Planner
- David S. EdwardsNew York
- Alayjah D. EvansNew York
- Craig M. FasanoNew York
- Kevin FlaaenMelville
- Spencer FriedmanNew York
- Zachary GeringNew York · Certified Financial Planner
- Lyndsey A. GorhamMelville
- Gail M. HarrisNew York · Certified Financial Planner
- Thomas A. HeuerNew York · Certified Financial Planner, Chartered Financial Analyst
- McKayla L. JohnsonNew York
- Thomas J. KavanaghNew York · Certified Financial Planner
- Riley T. KeenanNew York
- David S. KramerNew York
- Sonia G. KrausNew York
- Frank J. LavrigataMelville · Certified Financial Planner
- Gloria LevorinNew York · Certified Financial Planner
- Donna Levy-LeroyNew York
- Carolina Llano GonzalezMelville · Certified Financial Planner
- Sara LubanskiNew York
- Andrew S. MacaleerNew York · Chartered Financial Analyst
- Dominick R. MatteoNew York · Certified Financial Planner
- Brian S. McAuliffeNew York
- William McKeeNew York
- Pietro A. MessinaNew York · Certified Financial Planner
- Alexander P. MilleyNew York
- Matthew S. MoserNew York · Certified Financial Planner
- Marilyn S. NapoliNew York · Certified Financial Planner
- Katarina S. ObermaierMelville
- Matthew J. OliveiraNew York
- Vincent A. PecoraroMelville
- Aviva S. PintoNew York
- Wyatt RekstenNew York
- Gregory K. ReynholdsNew York
- Nathaniel RichardsonNew York
- Casey E. RiviezzoNew York · Certified Financial Planner
- Alix RosenbaumNew York
- Stacey N. RosensonNew York · Certified Financial Planner
- Charles D. ScaralloMelville · Certified Financial Planner
- Jonah SchachtelNew York
- Joshua ShoshanNew York · Certified Financial Planner
- Liam SmithMelville
- Eric M. SontagNew York · Chartered Financial Analyst
- Howard V. SontagNew York
- Martha S. StanifordNew York
- Seth L. StarrNew York · Certified Financial Planner
- Taylor StathisMelville · Certified Financial Planner
- Benjamin C. SullivanNew York
- Shannon ThiekeMelville
- Rosemary TimoneyMelville · Certified Financial Planner
- Natalie L. TrutyNew York · Certified Financial Planner
- Rick P. Van BenschotenNew York · Certified Financial Planner
- Travis WaltersNew York
- Ian M. WeinbergMelville · Certified Financial Planner
- Andrew S. WeissmanNew York · Certified Financial Planner
- Jared WolfeMelville
- Alyson WoolbrightNew York
- Patrick D. WrenMelville
- Michael D. ZeitlerNew York · Chartered Financial Analyst
Wealthspire Advisors advisors in every state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Advisor Moves: who changed firms this week →
Wealthspire Advisors in other states
Maryland 41Wisconsin 26California 19Virginia 16Florida 11Connecticut 9Ohio 5Washington 5Illinois 4
Questions
How many Wealthspire Advisors financial advisors are in New York?
78 investment adviser representatives are registered at Wealthspire Advisors offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 220 at the firm nationwide. 30 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Wealthspire Advisors have the most advisors?
New York, with 59, then Melville (19). Wealthspire Advisors has advisors in 2 cities in New York.
How do I check a Wealthspire Advisors advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wealthspire Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.