Michael
Del Priore

Wealthspire Advisors

CRD#6221161
Investment Advisor
in New York, NY

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About this Advisor

Michael Del Priore is a financial advisor based in New York, New York, working with Wealthspire Advisors. Michael has previously held positions at Raymond James And Associates, Lpl Financial LLC, Wealthspire Advisors, Wealthspire Capital, LLC, and Stratwealth. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland, Nevada, New York, and Wisconsin. Currently, Michael is part of Wealthspire Advisors, which operates out of New York, New York. 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

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

521 Fifth Avenue 15Th Floor
New York, NY 10175

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Wealthspire Advisors Brokerage Details

Total Assets Under Management

$18,872,379,313

NY Average: $7,464,549,021
Total Number of Employees

259

NY Average: 88
Total Number of Accounts

7,156

NY Average: 3,892
Average Account Size

$2,637,281

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Del Priore Work History

2018 - Present (7 years)

Wealthspire Advisors

2020 - 2021 (1 year)

Stratwealth

2018 - 2020 (2 years)

Wealthspire Capital, LLC

2014 - 2018 (4 years)

Lpl Financial LLC

2013 - 2014 (1 year)

Raymond James And Associates

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Del Priore 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

Samrat Singh
New York, NY
Inessa Mischenko
Potomac, MD
Myka Koenen
Reston, VA
Brent Katterheinrich
Madison, WI
Emily Platt
Potomac, MD
Scott Dillie
Reston, VA
Christopher Leddy
Palm Beach Gardens, FL
Christopher Jennings
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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