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Michael Winston Danzansky

Investment adviser representative at Wealthspire Retirement Advisory
20 yearsExperience
1 stateRegistered in
$38.6BFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Wealthspire Retirement AdvisoryOct 2025 to now
  2. Nfp Securities, Inc.Jun 2006 to now
  3. Nfp Retirement, Inc.Feb 2021 to Oct 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (MD).

Wealthspire Retirement Advisory

Legal name: Wealthspire Retirement, LLC

$38.6BAssets managed
7,532Clients
145Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2410074
Firm CRD
121254
Advisor's SEC record (opens in a new tab)
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