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Edward Charles Vonlange

Wealthspire Advisors

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About Edward Charles Vonlange

Edward Charles Vonlange is a financial advisor with Wealthspire Advisors, having over 30 years of experience in the financial services industry. Edward is based in Fulton, MD and holds Series 6, 7, 24, 63 and 65 licenses and has a CFP® designation. Edward has previously worked with Commonwealth Financial Network, Sigma Financial Corporation, H. Beck, Inc., Triad Advisors, Inc., Cambridge Investment Research, Inc., American Express Financial Advisors Inc., and IDS Financial Services Inc.

Firm Information

Edward Vonlange 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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Edward Vonlange’s Registration & Firm History

MD

03/31/2021 - Present

Wealthspire Advisors (Fulton MD)

MD

01/03/2012 - 04/03/2018

COMMONWEALTH FINANCIAL NETWORK (LINTHICUM HEIGHTS MD)

MD

01/04/2010 - 12/31/2011

SIGMA FINANCIAL CORPORATION (ELLICOTT CITY MD)

MD

01/03/2008 - 12/31/2009

H. BECK, INC. (ELLICOTT CITY MD)

MD

01/20/2004 - 12/31/2007

TRIAD ADVISORS, INC. (ELLICOTT CITY MD)

MD

03/24/1999 - 06/01/2000

H. BECK, INC. (ROCKVILLE MD)

NA

03/02/1999 - 03/24/1999

H. BECK, INC.

IA

04/28/1998 - 03/03/1999

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

MN

03/28/1985 - 05/01/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

NA

03/28/1985 - 12/24/1986

IDS FINANCIAL SERVICES INC.

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Licenses & Designations

IA

Issued 08/04/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/1995

Series 24 - General Securities Principal Examination

BC

Issued 04/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 03/08/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Charles Vonlange.
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