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Orathai Kuvareewong

Wealthspire Advisors

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About Orathai Kuvareewong

Orathai Kuvareewong is a registered Investment Advisor Representative with Wealthspire Advisors. Orathai has been in the industry since March 2013, having previously worked at Capital Fiduciary Advisors, LLC. Orathai is a Series 65 licensed professional and holds a current registration in Virginia. Wealthspire Advisors is a large firm with over 150 advisors and over $21 billion in assets under management. The firm provides a variety of services including financial planning, pension consulting, and portfolio management for individuals and institutions.

Firm Information

Orathai Kuvareewong 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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Orathai Kuvareewong’s Registration & Firm History

VA

01/05/2021 - Present

Wealthspire Advisors (Reston VA)

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Licenses & Designations

IA

Issued 03/29/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Orathai Kuvareewong.
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