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Samuel Fishelberg

Wealthspire Advisors

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About Samuel Fishelberg

Samuel Fishelberg is a financial advisor registered with Wealthspire Advisors. Samuel has been in the financial industry for over 10 years, holding previous roles with UBS Financial Services Inc., M Holdings Securities, Inc., Goldman, Sachs & Co. and Mercer Allied Company, L.P. Samuel holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner.

Firm Information

Samuel Fishelberg 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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Samuel Fishelberg’s Registration & Firm History

TX

06/29/2022 - Present

Wealthspire Advisors (Austin TX)

NY

05/22/2018 - 11/25/2019

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

09/21/2017 - 02/27/2018

M HOLDINGS SECURITIES, INC. (NEW YORK NY)

NY

06/08/2015 - 10/16/2015

GOLDMAN, SACHS & CO. (NEW YORK NY)

NJ

06/29/2011 - 06/17/2015

MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)

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Licenses & Designations

BOTH

Issued 07/27/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Fishelberg.
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