Uliana
Rymar
Wealthspire Advisors
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About this Advisor
Uliana Rymar is a certified financial planner operating out of Westport, Connecticut who has 2 years of relevant experience. Rymar is currently employed by Wealthspire Advisors. Rymar has gained experience at Llbh Private Wealth Management, LLC, University Of Connecticut, Norwalk Community College and Wealthspire Advisors. Rymar maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in Connecticut and New York. Wealthspire Advisors is a firm operating out of New York, NY. The firm has offices in 17 locations and a total of 250 people on staff. It oversees $16 billion in assets between its 6,622 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 40 charities and foundations. Of its 6,622 customer accounts, 44% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually are based on which service is offered. Fee types billed by Wealthspire Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$16,318,934,315
250
6,622
$2,464,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Uliana Rymar Work History
Uliana has been registered as a financial advisor for 2 years.*
Wealthspire Advisors
Llbh Private Wealth Management, LLC
Llbh Private Wealth Management, LLC
University Of Connecticut
Norwalk Community College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Uliana Rymar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
