Dillon Gorham
Investment adviser representative at Wealthspire Advisors
16 yearsExperience
1 stateRegistered in
$34.3BFirm assets
31 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 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
16 years in the industry.
- Wealthspire AdvisorsMay 2022 to now
- Nylife Securities LLCJun 2021 to Apr 2022
- New York Life Insurance Co.Aug 2020 to Apr 2022
- GolftiniJun 2019 to Aug 2019
- Warehouse SystemsJun 2018 to Aug 2018
- The Happ InnMay 2017 to Sep 2017
- Miami UniversityAug 2016 to Aug 2020
- UnemployedJan 2010 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7284371
- Firm CRD
- 106181