Michael
Lawrence
Wealthspire Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Lawrence is a financial advisor based in New York, New York, working with Wealthspire Advisors. Michael has previously held positions at Signature Investment Advisors, Pacific Union College, Signature Estate & Investment Advisors, Royal Alliance Associates, Inc, Extended Travel, Strategic Financial Associates, Nylife Securities LLC, Heritage Wealth Management, LLC, and Wealthspire Advisors. Michael has passed the Series 66 regulatory exam and is registered to provide services in New York. 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
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
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
Michael Lawrence Work History
Wealthspire Advisors
Strategic Financial Associates
Nylife Securities LLC
Heritage Wealth Management, LLC
Extended Travel
Signature Estate & Investment Advisors
Royal Alliance Associates, Inc
Signature Investment Advisors
Pacific Union College
Disclosures
Please visit the SEC profile of Michael Lawrence 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
Fulton, MD
New York, NY
Reston, VA
Reston, VA
Potomac, MD
New York, NY
New York, NY
Palm Beach Gardens, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
