Spencer Friedman
Investment adviser representative at Wealthspire Advisors
12 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
12 years in the industry.
- Wealthspire Advisors LLCAug 2025 to now
- Bank of America, N.A.Dec 2022 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Aug 2025
- UnemployedJun 2022 to Sep 2022
- SportsgridMay 2021 to Dec 2021
- University of Maryland Alumni AssociationJan 2021 to May 2021
- Big Ten NetworkSep 2019 to Dec 2019
- University of MarylandAug 2018 to May 2022
- Marlboro High SchoolSep 2014 to Jun 2018
- Camp Briar HillJun 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7655990
- Firm CRD
- 106181