Liam Smith

Financial advisor at Wealthspire Advisors, LLC · Melville, NY

Last updated 2026-10-10

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Liam Smith is a financial advisor at Wealthspire Advisors, LLC in Melville, NY, CRD 8183360. Licenses and exams on the registration: Series 65. IAPD registration began 2026-05-26.

Registration

CRD number
8183360
Registration status
Active
IAPD registration
2026-05-26
Industry Experience
0 years
Work Experience
11 years
States registered
NY

Licenses and exams

  • Series 65

Work history

  • 2020-09 to 2025-05 · Farmingdale State College · Farmingdale, NY
  • 2020-01 to 2020-08 · PC Richard & Son · Farmingdale, NY
  • 2021-06 to 2021-09 · Bas Planning Corp. · Farmingdale, NY
  • 2022-01 to 2024-10 · Essentia Water · Farmingdale, NY
  • 2025-09 to Present · Wealthspire Advisors LLC · Melville, NY
  • 2025-05 to 2025-08 · Wealthspire Advisors LLC · Melville, NY
  • 2015-09 to 2020-06 · Middle/high School · Fort Salonga, NY

Current employment

SEC IAPD record for Liam Smith

Wealthspire Advisors, LLC

Regulatory AUM
$34,322,977,688
Registered advisors
237
Offices
69
Clients per advisor
42.1 (Low)
Average AUM per client
$3.4M (Moderate)
High-net-worth client ratio
55.7% (High)

Wealthspire Advisors, LLC: advisors, services and reported ETF investments

About

Liam Smith is a financial advisor at Wealthspire Advisors, operating as Wealthspire Advisors, LLC in Melville, NY. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 11 years of reported work history.

Wealthspire Advisors, LLC's firm-level Form ADV reports 237 advisors across 69 offices; approximately 42.1 clients per advisor, average assets per client of $3,441,590, and regulatory AUM of $34.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, and Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $14.7B across 428 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Liam Smith personally.

Reported ETF positions

Wealthspire Advisors reports 428 ETF positions worth $14.7B on Form 13F; the largest are listed.

Largest ETF positions reported by Wealthspire Advisors
FundReported value
IVV — iShares Core S&P 500 ETF$2.1B
VEA — Vanguard FTSE Developed Markets ETF$1.1B
VOO — Vanguard S&P 500 ETF$792.8M
IJH — iShares Core S&P Mid-Cap ETF$613.9M
VXUS — Vanguard Total International Stock ETF$551.3M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Wealthspire Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant

Location

400 Broadhollow Road, Suite 301, Melville, NY 11747

19 advisors at this office.

Wealthspire Advisors office in Melville, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Liam Smith?

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