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Financial ADVSR advisor directory · SEC adviser records

Wealthspire Retirement Advisory financial advisors in New York

Every SEC-registered investment adviser representative at a Wealthspire Retirement Advisory office in New York, by city and A to Z.

The short answer

3 registered advisors work at Wealthspire Retirement Advisory in New York, out of 135 nationwide; it's the firm's number 6 state by advisors, and the most are in New York (3). 1 list the CFP designation and 0 are also registered broker representatives.

Wealthspire Retirement Advisory advisors by city in New York

Every firm in New York →

New York 3Oyster Bay 1

Wealthspire Retirement Advisory advisors in New York, A to Z

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Wealthspire Retirement Advisory advisors in every state →Wealthspire Retirement Advisory: assets, clients and custodians →Wealthspire news and advisor moves →Advisor Moves: who changed firms this week →

Wealthspire Retirement Advisory in other states

California 55Maryland 26Utah 9Florida 5North Carolina 5Arizona 3Texas 3Wisconsin 3

Questions

How many Wealthspire Retirement Advisory financial advisors are in New York?

3 investment adviser representatives are registered at Wealthspire Retirement Advisory offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 135 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Wealthspire Retirement Advisory have the most advisors?

New York, with 3, then Oyster Bay (1). Wealthspire Retirement Advisory has advisors in 2 cities in New York.

How do I check a Wealthspire Retirement Advisory 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 Retirement Advisory office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.