Katarina
Obermaier
Wealthspire Advisors
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About this Advisor
Katarina Obermaier is a financial advisor based in Melville, New York, working with Wealthspire Advisors. Katarina has previously held positions at Gm Advisory Group, Colgate University, Long Point Capital, and Huntington High School. Katarina has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Katarina is part of Wealthspire Advisors, which operates out of Melville, New York. The firm has 2 offices and 42 employees. The firm manages assets totaling $3.0 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Wealthspire Advisors includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$3,046,087,569
42
2,210
$1,378,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Katarina Obermaier Work History
Gm Advisory Group
Long Point Capital
Long Point Capital
Colgate University
Huntington High School
Disclosures
Please visit the SEC profile of Katarina Obermaier 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
Melville, NY
Boca Raton, FL
Melville, NY
Melville, NY
New York, NY
Melville, NY
Melville, NY
New York, NY
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