Samuel
Fishelberg
Wealthspire Advisors
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About this Advisor
Samuel Fishelberg is a financial advisor based in Austin, Texas, working with Wealthspire Advisors. Samuel has previously held positions at The Ayco Company, L.P./Mercer Allied, M Holding Securities, Inc, UBS Financial Services Inc, Lenox Wealth Advisors, LLC, and Wealthspire Advisors. Samuel has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Samuel is part of Wealthspire Advisors, which operates out of Austin, Texas. 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
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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
Samuel Fishelberg Work History
Wealthspire Advisors
Lenox Wealth Advisors, LLC
Ubs Financial Services Inc
M Holding Securities, Inc
The Ayco Company, L.P./Mercer Allied
Disclosures
Please visit the SEC profile of Samuel Fishelberg 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
Palm Beach Gardens, FL
Potomac, MD
Delafield, WI
New York, NY
Reston, VA
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