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Sarah Elizabeth harkness Wotherspoon

Wealthspire Advisors

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About Sarah Elizabeth harkness Wotherspoon

Sarah Wotherspoon is a Certified Financial Planner and has been in the financial services industry for over 20 years. She is a registered investment advisor representative with Wealthspire Advisors. Prior to joining Wealthspire Advisors, Sarah worked as a financial advisor at Financial Network Investment Corporation. Sarah holds a Series 7 and Series 66 license and is licensed in California and Texas. Sarah specializes in providing financial planning services, including retirement planning, college savings, and estate planning, to high-net-worth individuals, families, and businesses.

Firm Information

Sarah Wotherspoon 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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Sarah Wotherspoon’s Registration & Firm History

CA

09/03/2024 - Present

Wealthspire Advisors (San Rafael CA)

CA

11/01/2002 - 11/02/2005

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 11/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Elizabeth harkness Wotherspoon.
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