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Wealthspire Advisors financial advisors in Melville, NY
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Melville, A to Z.
The short answer
19 registered advisors work at Wealthspire Advisors in Melville, out of 220 at the firm nationwide; it ranks number 16 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors in Melville, A to Z
Every Wealthspire Advisors advisor →- Eric S. BernsteinInvestment adviser rep
- Michael J. BongiornoInvestment adviser rep
- Michael BuetiCertified Financial Planner
- Christopher D. CastellanoCertified Financial Planner
- Patrick C. CeplenskiCertified Financial Planner
- Kevin FlaaenInvestment adviser rep
- Lyndsey A. GorhamInvestment adviser rep
- Frank J. LavrigataCertified Financial Planner
- Carolina Llano GonzalezCertified Financial Planner
- Katarina S. ObermaierInvestment adviser rep
- Vincent A. PecoraroInvestment adviser rep
- Charles D. ScaralloCertified Financial Planner
- Liam SmithInvestment adviser rep
- Taylor StathisCertified Financial Planner
- Shannon ThiekeInvestment adviser rep
- Rosemary TimoneyCertified Financial Planner
- Ian M. WeinbergCertified Financial Planner
- Jared WolfeInvestment adviser rep
- Patrick D. WrenInvestment adviser rep
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Wealthspire Advisors advisors in other cities
New York, NY 59Potomac, MD 23San Rafael, CA 14Reston, VA 13Fulton, MD 10Madison, WI 10Delafield, WI 7Milwaukee, WI 7West Hartford, CT 6Annapolis, MD 5Boca Raton, FL 5Seattle, WA 5Beachwood, OH 4San Francisco, CA 4Chicago, IL 3
Other firms in Melville
All Melville advisors →Equitable Advisors, LLC 151Merrill Lynch, Pierce, Fenner & Smith Incorporated 138Morgan Stanley 100Wells Fargo Clearing Services, LLC 71Wells Fargo Advisors Financial Network, LLC 57Ameriprise Financial Services, LLC 55LPL Financial LLC 54LPL Enterprise, LLC 45UBS Financial Services Inc. 43Park Avenue Securities LLC 38Osaic Wealth, Inc. 35Eagle Strategies LLC 29
Questions
How many financial advisors does Wealthspire Advisors have in Melville?
19 investment adviser representatives are registered at Wealthspire Advisors offices in Melville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthspire Advisors one of the largest advisor employers in Melville?
Wealthspire Advisors ranks number 16 in Melville by registered advisors; Equitable Advisors, LLC has the most, with 151.
How do I check a Wealthspire Advisors advisor in Melville?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.