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Max Joseph Meltzer

Wealthspire Advisors

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About Max Joseph Meltzer

Max Joseph Meltzer is a financial advisor with Wealthspire Advisors, located in Potomac, MD. Max has been in the financial services industry since 2007. Max has a Series 7 and Series 66 license and holds the Certified Financial Planner designation. Max specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.

Firm Information

Max Meltzer 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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Max Meltzer’s Registration & Firm History

MD

01/04/2021 - Present

Wealthspire Advisors (Potomac MD)

MD

12/08/2010 - 01/30/2012

NFP SECURITIES, INC. (BETHESDA MD)

NY

09/22/2008 - 11/09/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

09/22/2008 - 10/08/2008

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

10/22/2007 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Max Joseph Meltzer.
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