Company Name:
WEALTHSPIRE ADVISORS
Alternative Name:
WEALTHSPIRE ADVISORS LLC
Address:
15TH FLOOR, 521 FIFTH AVENUE, NEW YORK NY 10175
CRD Number:
106181/ 113678
Financial Regulator:
SEC/ FINRA
Registration started
Ended
CDR: 2294476
JENNINE LACROIX
JENNINE FLORENCE RAMSEY
started on 2002-05-17
CDR: 1854268
JAMES EICHELBERGER
JAY EICHELBERGER
started on 2002-05-17
CDR: 1830999
JAMES GRIESSER
JIM GRIESSER
started on 2002-05-17
CDR: 2684939
DONALD MYERS
DONALD MYERS
started on 2002-05-17
CDR: 439199
NORMAN STURM
NORMAN EDWARD STURM
started on 2002-05-17
CDR: 2442280
GARY DESJARDINS
started on 2002-05-17
CDR: 1983133
SHAUN EDDY
started on 2002-05-17
CDR: 2847656
DENNIS SUCKSTORF
DENNIS S. SUCKSTORF
started on 2002-05-17
CDR: 3038135
STEVEN ALMS
STEPHEN P ALMS STEPHEN PAUL ALMS STEVEN PAUL ALMS MR.
started on 2002-05-17
CDR: 3038135
STEVEN ALMS
STEPHEN P ALMS STEPHEN PAUL ALMS STEVEN PAUL ALMS MR.
ended on 2003-10-24
CDR: 4874637
JOSEPH GARRISON
started on 2004-10-26
CDR: 4874620
KATHRYN BERKENPAS
KATHRYN LARA KURRE
started on 2004-10-26
CDR: 1374386
JAN GRATZ
JAN MARIE MATSCHULLAT
started on 2005-03-11
CDR: 4874620
KATHRYN BERKENPAS
KATHRYN LARA KURRE
ended on 2005-01-06
CDR: 1565505
MARTHA STANIFORD
MARTHA SIMPSON STANIFORD DABNEY MARTHA SIMPSON STANIFORD MYERS
started on 2006-04-27
CDR: 1913963
DAVITA ALFORD-COOPER
DAVITA CRYSTAL ALFORD
started on 2007-12-21
CDR: 5003603
MICHAEL DELGASS
started on 2007-09-12
CDR: 2847656
DENNIS SUCKSTORF
DENNIS S. SUCKSTORF
ended on 2007-10-12
CDR: 2684939
DONALD MYERS
DONALD MYERS
ended on 2010-03-15
CDR: 2637999
KEVIN NOLAN
started on 2011-08-17
CDR: 5942142
EMILY BOOTHROYD
started on 2011-09-09
CDR: 1142659
HOWARD SONTAG
HOWARD V SONTAG
started on 2012-05-16
CDR: 5485572
JAMES BATTLE
JAMES W BATTLE IV JAMES W BATTLE
started on 2012-02-21
CDR: 1374386
JAN GRATZ
JAN MARIE MATSCHULLAT
ended on 2012-01-26
CDR: 5942142
EMILY BOOTHROYD
ended on 2012-10-08
CDR: 439199
NORMAN STURM
NORMAN EDWARD STURM
ended on 2012-01-10
CDR: 6253753
AMANDA CAMPBELL
AMANDA NICOLE RILEY
started on 2013-09-30
CDR: 3012655
CURTIS PARISH
started on 2013-06-21
CDR: 4511808
ABBY BARE
started on 2013-06-12
CDR: 3231731
JAY CZARAPATA
JAY A CZARAPATA
started on 2013-06-13
CDR: 3277458
KELLY BAUMBACH
KELLY LYNN ENEVOILDSEN KELLY LYNN ENEVOLDSEN
started on 2013-06-13
CDR: 3134290
KEVIN MOLONEY
started on 2013-07-26
CDR: 2427715
BRUCE LANING
started on 2013-06-25
CDR: 2747589
MARC MCDOWELL
MARC MCDOWELL
started on 2013-06-19
CDR: 1548898
KEVIN KOSGARD
KEVIN KOSGARD
started on 2013-06-26
CDR: 2788548
LAURA BARRY
LAURA NASH LAURA SANYE LAURA SUE SCHOENBORN
started on 2013-06-13
CDR: 5485572
JAMES BATTLE
JAMES W BATTLE IV JAMES W BATTLE
ended on 2013-12-05
CDR: 4918818
BRENT KATTERHEINRICH
started on 2014-09-24
CDR: 6254048
TAMMIE LENZNER
TAMMIE ELIZABETH GERVAIS
started on 2014-02-10
CDR: 6002810
JASON SCHMUDLACH
started on 2014-09-23
CDR: 1913963
DAVITA ALFORD-COOPER
DAVITA CRYSTAL ALFORD
ended on 2014-10-06
CDR: 2637999
KEVIN NOLAN
ended on 2014-03-24
CDR: 4534313
MICHELE WALTHERT
MICHELE WALTHERT
started on 2015-09-22
CDR: 6052429
DMITRIY KATSNELSON
DIMA KATSNELSON
started on 2015-09-22
CDR: 1583024
JAY FRANK
started on 2015-05-07
CDR: 5019024
TIMOTHY HUGHES
started on 2015-09-22
CDR: 1783142
JAY WEINSTEIN
started on 2015-09-22
CDR: 2602577
GRACE LEE
GRACE SHTNSIL LEE GRACE SHINSIL SONG
started on 2015-01-29
CDR: 6262917
ALIA WAGENHOFFER
started on 2015-09-22
CDR: 1558865
AVIVA PINTO
AVIVA PINTO AVIVA SHROCK
started on 2015-09-22
CDR: 4873483
CLIFTON HORNER
BUDDY WILLIAM HORNER JR.
started on 2015-07-13
CDR: 1411148
GARY SOBELMAN
started on 2015-09-22
CDR: 5897988
Kristopher Maleski
KRISTOPHER MICHAEL MALESKI Kris Michael Maleski
started on 2015-01-27
CDR: 6444824
PATRICIA ACHTERHOF
PATRICIA JOYCE BROWN
started on 2015-01-27
CDR: 3120481
BRION COLLINS
started on 2015-05-07
CDR: 2192336
SCOTT BRODY
started on 2015-09-22
CDR: 6344083
RAZIEL HECHT
started on 2015-05-07
CDR: 4571359
ASHLEY IDDINGS
ASHLEY IDDINGS
started on 2015-09-22
CDR: 2744450
WILLIAM SCHWARTZ
WILLIAM SCHWARTZ
started on 2015-09-22
CDR: 6355219
BRYAN STRETTON
BRYAN STRETTON
started on 2015-10-05
CDR: 2783776
JULIETTE WILLIAMS
JULIE BENOIT JULIETTE BENOIT JULIE WILLIAMS
started on 2015-05-07
CDR: 5897988
Kristopher Maleski
KRISTOPHER MICHAEL MALESKI Kris Michael Maleski
ended on 2015-08-12
CDR: 2882299
HOWARD OFFIT
HOWARD P OFFIT
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CDR: 2355008
Michael Timothy Moriarty
MICHAEL MORIARTY
started on 2016-04-20
CDR: 6287547
JONATHAN ROSNER
started on 2016-08-03
CDR: 2651686
David Kelman
started on 2016-02-29
CDR: 2602577
GRACE LEE
GRACE SHTNSIL LEE GRACE SHINSIL SONG
ended on 2016-08-23
CDR: 4565502
BART LANMAN
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CDR: 2551335
JONATHAN MAERTZ
started on 2017-02-02
CDR: 1846627
JOHN WOLFF
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CDR: 1890990
THEODORE LEASURE
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CDR: 1146698
MARK SCHWARTZ
started on 2017-02-15
CDR: 1832588
DANIEL GEARY
started on 2017-11-15
CDR: 6783953
KARL STIEGMANN
KARL STIEGMANN
started on 2017-04-27
CDR: 2803808
MICHAEL BURKE
started on 2017-03-10
CDR: 3195264
LIMIN LEE
started on 2017-02-15
CDR: 4565496
DONALD FARREN
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CDR: 1983133
SHAUN EDDY
ended on 2017-04-18
CDR: 2651686
David Kelman
ended on 2017-03-22
CDR: 7011450
Benjamin Scrivener
Benjamin Scrivener
started on 2018-08-31
CDR: 6966685
Joshua Frank
joshua frank
started on 2018-07-09
CDR: 5275480
GLEN MACDONALD
GLEN DAVID MACDONALD Glen Macdonald
started on 2018-09-19
CDR: 2662316
GAIL HARRIS
GAIL M BAKER GAIL MARIE BAKER GAIL BAKER GAIL MARIE HARRIS
started on 2018-12-14
CDR: 6989135
John Dobson
John Dobson
started on 2018-08-20
CDR: 5098185
KEVIN SMITH
started on 2018-05-21
CDR: 5680317
JOSHUA WILLIFORD
started on 2018-05-24
CDR: 6940166
Jennifer Moss
Jennifer Elizabeth Corroon Jennifer Moss
started on 2018-04-17
CDR: 2512450
WENDY PEPERKORN
WENDY SUE HINZMANN
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CDR: 1334508
EDWARD VONLANGE
VON LANGE CHARLES EDWARD ED VON LANGE
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CDR: 6559289
Tatiana Vinogradov
Tatiana Vinogrdov
started on 2018-07-06
CDR: 6247963
MICHELE MAYO
MICHELE L EGGER
started on 2019-09-25
CDR: 2578251
CHARLES WALKER
Charlie Walker
started on 2019-02-11
CDR: 6205645
ALISSA PURKO
ALISSA PURKO
started on 2019-01-01
CDR: 7156088
Emily Platt
started on 2019-07-18
CDR: 7071943
Cindy Pingel
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CDR: 6836455
Regan Salm
Regan K Corcoran
started on 2019-10-28
CDR: 3136576
INESSA MISCHENKO
INESSA M KATZMAN KATZMAN INESSA MIKHAYLOVNA MISCHENKO
started on 2019-09-25
CDR: 7072625
Rachel Haberman
Rachel Anne Allen
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CDR: 7166555
Jack Keating
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CDR: 6221161
MICHAEL DEL PRIORE
MICHAEL JOHN DEL PRIORE
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CDR: 7085183
Kayla Pavela
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CDR: 6052427
CHRISTOPHER MAXEY
started on 2019-04-17
CDR: 6448996
CHARLES MEIXELSPERGER
CHARLES V MEIXELSPERGER
started on 2019-01-02
CDR: 7156078
Olivia Hsu
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CDR: 7011450
Benjamin Scrivener
Benjamin Scrivener
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CDR: 2551335
JONATHAN MAERTZ
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CDR: 2402551
OLIVER PURSCHE
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CDR: 6777230
Maximilian Rusch
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CDR: 7294191
David Dickman
started on 2020-10-22
CDR: 6412388
CONNOR DARRELL
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CDR: 6674403
Seong Ho Kim
Paul Kim
started on 2020-03-11
CDR: 6221161
MICHAEL DEL PRIORE
MICHAEL JOHN DEL PRIORE
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Jennifer Satchell
Jennifer Marie Bailey
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CDR: 6644626
Stephanie Forrester
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CDR: 6651731
Katharine Schelhorn
Katharine Schelhorn
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CDR: 7283716
Adam Qualler
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CDR: 4534313
MICHELE WALTHERT
MICHELE WALTHERT
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DMITRIY KATSNELSON
DIMA KATSNELSON
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JAY FRANK
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MICHELE MAYO
MICHELE L EGGER
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BART LANMAN
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CDR: 4918818
BRENT KATTERHEINRICH
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CDR: 6966685
Joshua Frank
joshua frank
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CDR: 1846627
JOHN WOLFF
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CDR: 6777230
Maximilian Rusch
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CDR: 5019024
TIMOTHY HUGHES
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CDR: 1783142
JAY WEINSTEIN
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CDR: 7294191
David Dickman
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CDR: 3012655
CURTIS PARISH
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CDR: 6262917
ALIA WAGENHOFFER
ended on 2020-12-31
CDR: 1558865
AVIVA PINTO
AVIVA PINTO AVIVA SHROCK
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CDR: 6205645
ALISSA PURKO
ALISSA PURKO
ended on 2020-01-02
CDR: 5275480
GLEN MACDONALD
GLEN DAVID MACDONALD Glen Macdonald
ended on 2020-03-17
CDR: 7156088
Emily Platt
ended on 2020-12-31
CDR: 2882299
HOWARD OFFIT
HOWARD P OFFIT
ended on 2020-12-31
CDR: 1890990
THEODORE LEASURE
ended on 2020-12-31
CDR: 7071943
Cindy Pingel
ended on 2020-12-31
CDR: 6836455
Regan Salm
Regan K Corcoran
ended on 2020-05-29
CDR: 2355008
Michael Timothy Moriarty
MICHAEL MORIARTY
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CDR: 4511808
ABBY BARE
ended on 2020-01-08
CDR: 6989135
John Dobson
John Dobson
ended on 2020-12-31
CDR: 4873483
CLIFTON HORNER
BUDDY WILLIAM HORNER JR.
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CDR: 1411148
GARY SOBELMAN
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CDR: 3231731
JAY CZARAPATA
JAY A CZARAPATA
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CDR: 3277458
KELLY BAUMBACH
KELLY LYNN ENEVOILDSEN KELLY LYNN ENEVOLDSEN
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CDR: 6674403
Seong Ho Kim
Paul Kim
ended on 2020-12-31
CDR: 5098185
KEVIN SMITH
ended on 2020-12-31
CDR: 3136576
INESSA MISCHENKO
INESSA M KATZMAN KATZMAN INESSA MIKHAYLOVNA MISCHENKO
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MARK SCHWARTZ
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CDR: 6644626
Stephanie Forrester
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CDR: 3134290
KEVIN MOLONEY
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CDR: 6287547
JONATHAN ROSNER
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JOSHUA WILLIFORD
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CDR: 6940166
Jennifer Moss
Jennifer Elizabeth Corroon Jennifer Moss
ended on 2020-12-15
CDR: 3120481
BRION COLLINS
ended on 2020-12-31
CDR: 7072625
Rachel Haberman
Rachel Anne Allen
ended on 2020-12-31
CDR: 2512450
WENDY PEPERKORN
WENDY SUE HINZMANN
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Katharine Schelhorn
Katharine Schelhorn
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SCOTT BRODY
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CDR: 6344083
RAZIEL HECHT
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CDR: 4571359
ASHLEY IDDINGS
ASHLEY IDDINGS
ended on 2020-12-31
CDR: 7166555
Jack Keating
ended on 2020-12-31
CDR: 6221161
MICHAEL DEL PRIORE
MICHAEL JOHN DEL PRIORE
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CDR: 2744450
WILLIAM SCHWARTZ
WILLIAM SCHWARTZ
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CDR: 6254048
TAMMIE LENZNER
TAMMIE ELIZABETH GERVAIS
ended on 2020-12-31
CDR: 7085183
Kayla Pavela
ended on 2020-01-02
CDR: 6052427
CHRISTOPHER MAXEY
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CDR: 6355219
BRYAN STRETTON
BRYAN STRETTON
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Adam Qualler
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CDR: 2427715
BRUCE LANING
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CDR: 1832588
DANIEL GEARY
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CDR: 6783953
KARL STIEGMANN
KARL STIEGMANN
ended on 2020-12-31
CDR: 6448996
CHARLES MEIXELSPERGER
CHARLES V MEIXELSPERGER
ended on 2020-12-31
CDR: 2747589
MARC MCDOWELL
MARC MCDOWELL
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CDR: 1548898
KEVIN KOSGARD
KEVIN KOSGARD
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CDR: 2788548
LAURA BARRY
LAURA NASH LAURA SANYE LAURA SUE SCHOENBORN
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CDR: 7156078
Olivia Hsu
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CDR: 6002810
JASON SCHMUDLACH
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CDR: 2803808
MICHAEL BURKE
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LIMIN LEE
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CDR: 4565496
DONALD FARREN
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CDR: 2783776
JULIETTE WILLIAMS
JULIE BENOIT JULIETTE BENOIT JULIE WILLIAMS
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CDR: 1558865
AVIVA PINTO
AVIVA PINTO AVIVA SHROCK
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CDR: 6052429
DMITRIY KATSNELSON
DIMA KATSNELSON
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CDR: 4918818
BRENT KATTERHEINRICH
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CDR: 6777230
Maximilian Rusch
started on 2021-01-05
CDR: 1583024
JAY FRANK
started on 2021-01-04
CDR: 4571359
ASHLEY IDDINGS
ASHLEY IDDINGS
started on 2021-01-03
CDR: 6966685
Joshua Frank
joshua frank
started on 2021-01-04
CDR: 6254048
TAMMIE LENZNER
TAMMIE ELIZABETH GERVAIS
started on 2021-01-05
CDR: 6990981
LUKE SMITH
LUKE SMITH
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CDR: 6344083
RAZIEL HECHT
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CDR: 7352739
Natalie Truty
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CDR: 6011088
ERIC SONTAG
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CDR: 3136576
INESSA MISCHENKO
INESSA M KATZMAN KATZMAN INESSA MIKHAYLOVNA MISCHENKO
started on 2021-01-04
CDR: 7294191
David Dickman
started on 2021-01-04
CDR: 3231731
JAY CZARAPATA
JAY A CZARAPATA
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CDR: 1548898
KEVIN KOSGARD
KEVIN KOSGARD
started on 2021-01-03
CDR: 4565496
DONALD FARREN
started on 2021-01-05
CDR: 2882299
HOWARD OFFIT
HOWARD P OFFIT
started on 2021-01-05
CDR: 7283716
Adam Qualler
started on 2021-01-05
CDR: 6247963
MICHELE MAYO
MICHELE L EGGER
started on 2021-01-05
CDR: 6651731
Katharine Schelhorn
Katharine Schelhorn
started on 2021-01-04
CDR: 1783142
JAY WEINSTEIN
started on 2021-01-05
CDR: 1846627
JOHN WOLFF
started on 2021-01-03
CDR: 6691251
JOHN SWIKART
Jack Swikart John R. Swikart
started on 2021-03-15
CDR: 1411148
GARY SOBELMAN
started on 2021-01-04
CDR: 3148505
CAROL MACAUX-ROEN
CAROL ANN MACAUX CAROL ANN MACAUX-ROEN CAROL ANN MACAUXROEN CAROL A ROEN CAROL ANN ROEN
started on 2021-01-29
CDR: 7156078
Olivia Hsu
started on 2021-01-05
CDR: 6674403
Seong Ho Kim
Paul Kim
started on 2021-01-05
CDR: 3127659
JOSHUA SHOSHAN
JOSHUA YAACOV SHOSHAN
started on 2021-02-23
CDR: 3277458
KELLY BAUMBACH
KELLY LYNN ENEVOILDSEN KELLY LYNN ENEVOLDSEN
started on 2021-01-03
CDR: 5019024
TIMOTHY HUGHES
started on 2021-01-03
CDR: 3120481
BRION COLLINS
started on 2021-01-03
CDR: 6644626
Stephanie Forrester
started on 2021-01-05
CDR: 6355219
BRYAN STRETTON
BRYAN STRETTON
started on 2021-01-04
CDR: 7332897
Haley Scaggs
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CDR: 7071943
Cindy Pingel
started on 2021-01-05
CDR: 2803808
MICHAEL BURKE
started on 2021-01-05
CDR: 2788548
LAURA BARRY
LAURA NASH LAURA SANYE LAURA SUE SCHOENBORN
started on 2021-01-03
CDR: 6262917
ALIA WAGENHOFFER
started on 2021-01-05
CDR: 7072625
Rachel Haberman
Rachel Anne Allen
started on 2021-01-05
CDR: 1890990
THEODORE LEASURE
started on 2021-01-04
CDR: 1146698
MARK SCHWARTZ
started on 2021-01-04
CDR: 6052427
CHRISTOPHER MAXEY
started on 2021-01-05
CDR: 4534313
MICHELE WALTHERT
MICHELE WALTHERT
started on 2021-01-03
CDR: 2744450
WILLIAM SCHWARTZ
WILLIAM SCHWARTZ
started on 2021-01-03
CDR: 6448996
CHARLES MEIXELSPERGER
CHARLES V MEIXELSPERGER
started on 2021-01-05
CDR: 1832588
DANIEL GEARY
started on 2021-01-03
CDR: 4379436
STACEY BERSON
STACEY BERSON
started on 2021-03-16
CDR: 7156088
Emily Platt
started on 2021-01-05
CDR: 6989135
John Dobson
John Dobson
started on 2021-01-04
CDR: 6248277
KEVIN BRADY
KEVIN JOSEPY BRADY Kevin J Brady
started on 2021-03-18
CDR: 4565502
BART LANMAN
started on 2021-01-05
CDR: 5098185
KEVIN SMITH
started on 2021-01-04
CDR: 6783953
KARL STIEGMANN
KARL STIEGMANN
started on 2021-01-05
CDR: 2427715
BRUCE LANING
started on 2021-01-03
CDR: 6203349
SANDEEP BRION
SANDEEP MALHOTRA
started on 2021-04-02
CDR: 3012655
CURTIS PARISH
started on 2021-01-05
CDR: 2192336
SCOTT BRODY
started on 2021-01-04
CDR: 3195264
LIMIN LEE
started on 2021-01-05
CDR: 3134290
KEVIN MOLONEY
started on 2021-01-05
CDR: 7166555
Jack Keating
started on 2021-01-05
CDR: 7352018
Eric Dostal
started on 2021-03-16
CDR: 2783776
JULIETTE WILLIAMS
JULIE BENOIT JULIETTE BENOIT JULIE WILLIAMS
started on 2021-01-05
CDR: 3148505
CAROL MACAUX-ROEN
CAROL ANN MACAUX CAROL ANN MACAUX-ROEN CAROL ANN MACAUXROEN CAROL A ROEN CAROL ANN ROEN
ended on 2021-03-03
CDR: 3277458
KELLY BAUMBACH
KELLY LYNN ENEVOILDSEN KELLY LYNN ENEVOLDSEN
ended on 2021-01-26
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