AP
AP

Aviva Shrock Pinto

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
186 advisors
Number of Clients
8,760 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$25.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.20%
$2.0M - $5.0M0.87%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$25M+0.40%

Wealthspire Advisors reserves the right to negotiate each fee, including minimum fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

521 Fifth Avenue, 15th Floor, New York, NY, 10175

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealthspire Advisors
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wealthspire Advisors
September 2015 - December 2020 · 5 yrs 3 mos
Highline Wealth Management, LLC
September 2013 - September 2015 · 2 yrs
Hillview Capital Advisors, LLC
March 2010 - February 2012 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - December 2009 · 2 mos
Banc of America Investment Services, INC.
November 2008 - October 2009 · 11 mos
Lazard Asset Management LLC
June 2003 - May 2004 · 11 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.