Gloria Levorin
Investment adviser representative at Wealthspire Advisors
10 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
10 years in the industry.
- Wealthspire Advisors LLCOct 2021 to now
- HomemakerNov 2018 to Oct 2021
- Bernardinello Enginering SpaOct 2017 to Nov 2018
- Altafratte VolleySep 2017 to Jun 2018
- Generali Italia SpaFeb 2017 to Jun 2017
- Unione Volley Montecchino MaggioreSep 2016 to Jun 2017
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
- 7984251
- Firm CRD
- 106181