Oliver
Pursche
Wealthspire Advisors
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About this Advisor
Oliver Pursche is a financial advisor based in Westport, Connecticut, working with Wealthspire Advisors. Oliver has previously held positions at Gary Goldberg & Co., Inc, Bruderman Asset Management, LLC, Bruderman Brothers LLC, Wealthspire Advisors, and Bronson Meadows Capital Management LLC. Oliver has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Oliver is part of Wealthspire Advisors, which operates out of Westport, Connecticut. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$18,872,379,313
259
7,156
$2,637,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Oliver Pursche Work History
Wealthspire Advisors
Bronson Meadows Capital Management LLC
Bruderman Asset Management, LLC
Bruderman Brothers LLC
Gary Goldberg & Co., Inc
Disclosures
Please visit the SEC profile of Oliver Pursche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspire Advisors
New York, NY
Potomac, MD
New York, NY
Madison, WI
Salisbury, MD
New York, NY
Delafield, WI
Delafield, WI
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