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Andrew Scott MacAleer

Wealthspire Advisors

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About Andrew Scott MacAleer

Andrew MacAleer is a financial advisor at Wealthspire Advisors, a firm based in New York, NY. Andrew has been in the financial industry for over 10 years. Andrew previously worked for Sanford C. Bernstein & Co., LLC, where he was a registered representative. Andrew has a strong background in investment management, having earned the Chartered Financial Analyst designation. At Wealthspire Advisors, Andrew focuses on providing financial advice to individuals, families, and institutions. Andrew specializes in financial planning, investment management, and retirement planning.

Firm Information

Andrew MacAleer is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew MacAleer’s Registration & Firm History

NY

06/29/2022 - Present

Wealthspire Advisors (New York NY)

NY

10/05/2011 - 09/20/2016

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Scott MacAleer.
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