Seth
Starr
Wealthspire Advisors
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About this Advisor
Seth Starr is a certified financial planner who works out of New York, New York who has 1 year of industry experience. Starr is an employee of Wealthspire Advisors. During their career, Starr has held roles at Frankel Loughran Stanl & Vallane Llp, Lincoln Financial Advisors Corporation, Hightower Advisors and Wealthspire Advisors. Starr maintains a Series 63 license, qualifying them as a securities agent, and can operate in New York. Wealthspire Advisors is a financial advisory business that has its headquarters in New York, NY. The firm has offices in 17 locations and a total of 250 advisors. It manages $16 billion in assets under management between its 6,622 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 40 charitable organizations. Of its 6,622 accounts, 44% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services are offered. Fee types billed by Wealthspire Advisors can consist of some blend of 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
Seth Starr Work History
Seth has been registered as a financial advisor for 1 years.*
Wealthspire Advisors
Hightower Advisors
Lincoln Financial Advisors Corporation
Frankel Loughran Stanl & Vallane Llp
*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 Seth Starr 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
Reston, VA
New York, NY
Reston, VA
New York, NY
New York, NY
Madison, WI
New York, NY
New York, NY
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.
