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Christopher Sandstrom Maxey

Wealthspire Advisors

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About Christopher Sandstrom Maxey

Christopher Sandstrom Maxey is an investment advisor representative with Wealthspire Advisors and is based in Potomac, Maryland. Christopher has a wealth of experience in the financial services industry and is dedicated to helping clients achieve their financial goals. He is registered with the state of Maryland. Christopher has previously worked with WEALTHSPIRE CAPITAL, LLC, STEBEN & COMPANY, INC. and LPL FINANCIAL LLC. Christopher has passed the Series 65, SIE and Series 7 exams. He is experienced in providing financial planning, pension consulting, selection of other advisors and portfolio management for individuals.

Firm Information

Christopher Maxey 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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Christopher Maxey’s Registration & Firm History

MD

01/05/2021 - Present

Wealthspire Advisors (Potomac MD)

MD

12/17/2018 - 06/15/2020

WEALTHSPIRE CAPITAL, LLC (Potomac MD)

MD

04/22/2015 - 03/27/2018

STEBEN & COMPANY, INC. (GAITHERSBURG MD)

NC

02/06/2015 - 03/10/2015

LPL FINANCIAL LLC (Charlotte NC)

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Licenses & Designations

IA

Issued 04/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Sandstrom Maxey.
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