Jay
Czarapata
Wealthspire Advisors
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About this Advisor
Jay Czarapata is a certified financial planner working in Milwaukee, Wisconsin who has 2 years of relevant experience. Czarapata is an advisor for Wealthspire Advisors. Czarapata has gained experience at Wealthspire Advisors, Baker Tilly Virchow Krause Llp, Baker Tilly Capital, LLC and Wealthspire Capital, LLC. Czarapata maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Wisconsin. Wealthspire Advisors is an advisory business based out of New York, NY. It has offices in 17 locations and a total of 250 people on staff. It controls $16 billion in total assets among its 6,622 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 40 charitable organizations. Of its 6,622 client accounts, 44% are associated with high-net-worth clients who have greater than $1 million in investable assets. Wealthspire Advisors performs a diverse set 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 are based on the services offered. Fees 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
Jay Czarapata Work History
Jay has been registered as a financial advisor for 2 years.*
Wealthspire Advisors
Wealthspire Capital, LLC
Baker Tilly Virchow Krause Llp
Baker Tilly Capital, LLC
*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 Jay Czarapata 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
New York, NY
Madison, WI
Reston, VA
Reston, VA
New York, NY
New York, NY
New York, NY
San Francisco, CA
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.
