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Seth Lee Starr

Wealthspire Advisors

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About Seth Lee Starr

Seth Starr is a financial advisor with Wealthspire Advisors, based in New York, New York. Seth has over 20 years of experience in the financial services industry, providing financial advice and guidance to individuals, families, and businesses. Seth is a Certified Financial Planner™ professional and holds Series 7, Series 63, and SIE licenses. Prior to joining Wealthspire Advisors, Seth was with Hightower Advisors, LLC and Lincoln Financial Advisors Corporation.

Firm Information

Seth Starr 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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Seth Starr’s Registration & Firm History

NY

08/30/2022 - Present

Wealthspire Advisors (NEW YORK NY)

IN

06/01/1998 - 03/04/2021

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

PA

11/06/1997 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

NY

07/19/1993 - 12/13/1995

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Seth Lee Starr.
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