Andrew
Weissman
Wealthspire Advisors
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About this Advisor
Andrew Weissman is a certified financial planner working in New York, New York with a total of 2 years of relevant experience. Weissman works at Wealthspire Advisors. The advisor has gained experience at Rdm Investment Services, Inc, Rdm Insurance Services, Inc, Cfwp Securites, LLC, Cantor Fitgerald Wealth Partners, LLC, Wealthspire Advisors and Wealthspire Capital, LLC. Weissman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in New York. Wealthspire Advisors is a registered investment firm operating out of New York, NY. The investment advisory business has offices in 17 locations and a total of 250 employees. It controls $16 billion in total assets among its 6,622 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 40 charitable organizations. Of its 6,622 client accounts, 44% are associated with high-net-worth individuals who have at least $1 million in assets. Wealthspire Advisors 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 typically depend on the services. However, fee types charged by Wealthspire Advisors can include 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
Andrew Weissman Work History
Andrew has been registered as a financial advisor for 2 years.*
Wealthspire Advisors
Wealthspire Capital, LLC
Cfwp Securites, LLC
Cantor Fitgerald Wealth Partners, LLC
Rdm Investment Services, Inc
Rdm Insurance Services, Inc
*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 Andrew Weissman 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
San Francisco, CA
New York, NY
New York, NY
New York, NY
Reston, VA
New York, NY
Madison, WI
Reston, VA
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.
