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Howard Paul Offit

Wealthspire Advisors

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About Howard Paul Offit

Howard Paul Offit is an investment advisor representative at Wealthspire Advisors. Howard is a registered Investment Advisor and a Registered Representative with Series 6 and Series 63 licenses. Howard has been in the industry since 1997. Howard has experience in the financial services industry, including experience in advisory, derivatives management and wealth management. Howard is registered with the state of Maryland.

Firm Information

Howard Offit 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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Howard Offit’s Registration & Firm History

MD

01/06/2021 - Present

Wealthspire Advisors (Potomac MD)

MA

09/24/1998 - 09/13/1999

CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)

MA

06/14/1997 - 07/23/1998

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 01/30/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Paul Offit.
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