Michael David Zeitler
Investment adviser representative at Wealthspire Advisors
13 yearsExperience
1 stateRegistered in
CFADesignation
$34.3BFirm assets
Are you Michael David Zeitler? Claim your profile
Contact this firm
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
13 years in the industry.
- Wealthspire AdvisorsSep 2025 to now
- Bofa Securities, Inc.Jun 2021 to Aug 2025
- U.S. Bank Global Fund ServicesMar 2018 to Jun 2021
- Hudson River GroupNov 2017 to Feb 2018
- UnemployedMay 2017 to Nov 2017
- Colgate UniversityAug 2013 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
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
- 7401956
- Firm CRD
- 106181