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Howard Vaughn Sontag

Wealthspire Advisors

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About Howard Vaughn Sontag

Howard Vaughn Sontag is a financial advisor with Wealthspire Advisors. Howard is a registered investment advisor in New York and Florida, with prior experience at NFP Securities, Inc., Radiant Securities LLC, Sontag Securities LLC, and Lazard Freres & Co. LLC. Howard has specialized in providing financial planning services, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Howard Sontag 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 Sontag’s Registration & Firm History

NY

03/29/2021 - Present

Wealthspire Advisors (NEW YORK NY)

NY

11/16/2006 - 12/22/2010

NFP SECURITIES, INC. (NEW YORK NY)

NY

03/14/2006 - 11/08/2006

RADIANT SECURITIES LLC (NEW YORK NY)

NY

02/09/2004 - 04/28/2006

SONTAG SECURITIES LLC (NEW YORK NY)

NY

11/07/1991 - 05/08/1995

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/20/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2003

Series 24 - General Securities Principal Examination

BC

Issued 11/06/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Vaughn Sontag.
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