Pietro
Messina

Wealthspire Advisors

CRD#6024338
Investment Advisor
in New York, NY

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About this Advisor

Pietro Messina is a financial advisor based in New York, New York, working with Wealthspire Advisors. Pietro has previously held positions at Ameriprise Financial Services, Inc, Nfp Advisor Services, LLC, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Wealthspire Advisors. Pietro has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Pietro 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 66, CERTIFIED FINANCIAL PLANNER™

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

90 Park Ave Suite 1700
New York, NY 10016

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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

Pietro Messina Work History

2022 - Present (2 years)

Wealthspire Advisors

2016 - 2016 (< 1 year)

Nfp Advisor Services, LLC

2016 - 2022 (6 years)

Kestra Advisory Services, LLC

2016 - 2022 (6 years)

Kestra Investment Services, LLC

2013 - 2015 (2 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Pietro Messina 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

Benjamin Snediker
West Hartford, CT
Connor Darrell
New York, NY
Luke Smith
Salisbury, MD
Christopher Leddy
Palm Beach Gardens, FL
Emily Platt
Potomac, MD
Samrat Singh
New York, NY
Myka Koenen
Reston, VA
Inessa Mischenko
Potomac, MD

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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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