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Gary Richard Sobelman

Wealthspire Advisors

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About Gary Richard Sobelman

Gary Sobelman is an investment advisor representative at Wealthspire Advisors. Gary has over 30 years of experience in the financial services industry. Gary holds the Series 7, 63 and 65 licenses. Gary specializes in providing financial planning, portfolio management and selection of other advisors services to high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Gary has been with Wealthspire Advisors since 2015 and previously worked at Highline Wealth Management, LLC in Bethesda, Maryland. Gary is registered with the state of Pennsylvania and Texas.

Firm Information

Gary Sobelman 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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Gary Sobelman’s Registration & Firm History

MD

01/04/2021 - Present

Wealthspire Advisors (Potomac MD)

ME

10/02/2000 - 12/31/2004

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

PA

07/26/1990 - 10/05/2000

CMS INVESTMENT RESOURCES, INC. (WYNNEWOOD PA)

NA

10/22/1985 - 09/07/1988

RYAN, BECK & CO.

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Licenses & Designations

IA

Issued 01/12/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/25/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Richard Sobelman.
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