linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Max Bowen Kortegast

Wealthspire Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Max? Claim Your Profile

About Max Bowen Kortegast

Max Kortegast is a financial advisor at Wealthspire Advisors. Max has over 7 years of experience in the financial services industry. Max is a registered Investment Advisor Representative in Maryland. Max is also licensed to sell securities in Maryland. Max has a Series 66, Series 7 and SIE license. Max previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and Stone Ridge, VA. Max holds a Uniform Combined State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Max specializes in working with high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans.

Firm Information

Max Kortegast 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Max Kortegast’s Registration & Firm History

MD

06/23/2022 - Present

Wealthspire Advisors (Potomac MD)

VA

10/22/2015 - 06/17/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RESTON VA)

Not sure if Max Bowen Kortegast is right for you?

Licenses & Designations

BOTH

Issued 02/19/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Max Bowen Kortegast.
Not sure if Max Bowen Kortegast is right for you?