Casey Elizabeth Riviezzo
Investment adviser representative at Wealthspire Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$34.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wealthspire AdvisorsOct 2019 to now
- UnemployedJul 2019 to Sep 2019
- Interlock FinancialSep 2018 to Dec 2018
- Rynkar Vail & Barrett LLPJun 2018 to Aug 2018
- Rynkar Vail & Barrett LLPJun 2017 to Aug 2017
- Fairfield UniversityAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 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
- 7005334
- Firm CRD
- 106181