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Brian Matthew Loy

Wealthspire Advisors

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About Brian Matthew Loy

Brian Loy is a Certified Financial Planner™ and Chartered Financial Analyst® with over 30 years of experience in the financial services industry. Brian has a proven track record of success in providing financial advice and investment management services to individuals, families, and businesses. Brian is currently registered with Wealthspire Advisors and has previously worked for firms such as SMITH BARNEY SHEARSON INC., LEHMAN BROTHERS INC., and EQUITEC SECURITIES COMPANY. Brian specializes in providing financial planning and portfolio management services to high-net-worth individuals, families, and businesses.

Firm Information

Brian Loy 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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Brian Loy’s Registration & Firm History

NV

09/28/2023 - Present

Wealthspire Advisors (RENO NV)

NA

07/31/1993 - 04/06/1994

SMITH BARNEY SHEARSON INC.

NA

05/15/1992 - 07/31/1993

LEHMAN BROTHERS INC.

NA

09/24/1982 - 07/11/1991

EQUITEC SECURITIES COMPANY

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Licenses & Designations

IA

Issued 06/28/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Matthew Loy.
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