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Andrew William Frattaroli

Wealthspire Advisors

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About Andrew William Frattaroli

Andrew Frattaroli is a financial advisor at Wealthspire Advisors. Andrew has been in the industry for over 2 years and specializes in providing financial planning, pension consulting, and educational seminars to individuals, families, and businesses. Andrew's previous experience at Equitable Advisors, LLC, gives him a strong understanding of the financial services industry and a commitment to helping clients achieve their financial goals.

Firm Information

Andrew Frattaroli is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor headquartered in Melville, NY, with over $3 billion in assets under management. They provide a variety of services to individuals, families, businesses, and institutions including financial planning, portfolio management, and pension consulting. They specialize in serving high-net-worth individuals and families, as well as charitable organizations and pension and profit sharing plans. Wealthspire Advisors participates in a wrap fee program.
Wealthspire Advisors

400 BROADHOLLOW ROAD

MELVILLE, NY 11747

$3.05B

Assets Under Management

7

Total Clients

22

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Wrap fee

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Andrew Frattaroli’s Registration & Firm History

FL

01/08/2025 - Present

Wealthspire Advisors (Boca Raton FL)

FL

03/26/2021 - 11/04/2021

EQUITABLE ADVISORS, LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 09/21/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew William Frattaroli.
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