DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner16 years in industry

ANDREW S WEISSMAN

Advisor at WEALTHSPIRE ADVISORS

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6483a8c-43bb-bc62-16c7-a9dcb4b78022

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 8, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHSPIRE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 5, 2010
First registration: Mar 8, 2010
Dual registered: no
IAPD individual key: 5531013

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHSPIRE ADVISORS	Independent wealth	Mar 11, 2021	n/a	yes	NEW YORK, NY	Current employment
WEALTHSPIRE ADVISORS	Former SEC adviser	Apr 20, 2017	Dec 31, 2020	no	New York, NY	Previous registration
CANTOR FITZGERALD WEALTH PARTNERS, LLC	Former SEC adviser	Oct 17, 2016	Apr 21, 2017	no	NEW YORK, NY	Previous registration
RETIREMENT DESIGN & MANAGEMENT INC	Former SEC adviser	May 22, 2012	Sep 28, 2015	no	WESTPORT, CT	Previous registration
MORGAN STANLEY	Wirehouse	Mar 8, 2010	Jun 15, 2012	no	Purchase, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHSPIRE ADVISORS	WEALTHSPIRE ADVISORS	Dec 31, 2020	Mar 11, 2021	70	Bulk transfer	RIA to RIA
CANTOR FITZGERALD WEALTH PARTNERS, LLC	WEALTHSPIRE ADVISORS	Apr 21, 2017	Apr 20, 2017	-1	Firm change	Other
RETIREMENT DESIGN & MANAGEMENT INC	CANTOR FITZGERALD WEALTH PARTNERS, LLC	Sep 28, 2015	Oct 17, 2016	385	Firm change	Other
MORGAN STANLEY	RETIREMENT DESIGN & MANAGEMENT INC	Jun 15, 2012	May 22, 2012	-24	Firm change	Other

Relationships

Registered with (5)

→ WEALTHSPIRE ADVISORSRegistered adviserregistration: current employment
Mar 11, 2021 to presentfactForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Apr 20, 2017 to Dec 31, 2020factForm ADV
→ CANTOR FITZGERALD WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Oct 17, 2016 to Apr 21, 2017factForm ADV
→ RETIREMENT DESIGN & MANAGEMENT INCRegistered adviserregistration: previous registration
May 22, 2012 to Sep 28, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 8, 2010 to Jun 15, 2012factForm ADV

Dated events

No dated event names this entity yet.