Morgan Stanley
47yrs
Top advisor by experience in New York
3yrs
Devanshu Amin
Financial advisor at Wealthspire Advisors
Based in New York, New York, Devanshu Amin is a fiduciary financial advisor with 3 years of industry experience. Devanshu has been with Wealthspire Advisors since 2023. Wealthspire Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office521 5th Ave 15th Floor, New York, NY 10175
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$3.41 million
Advisors at the firm238
States licensed ?1 state
Services through Wealthspire Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowWealthspire AdvisorsCurrent firm
Contact Devanshu
(212) 973-1200Wealthspire Advisors main office 521 5th Ave 15th FloorNew York, NY 10175Office · Get directions Instagram pageWealthspire Advisors
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Questions to ask Devanshu
Tailored to Devanshu’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Devanshu
How do I contact Devanshu?
Call Wealthspire Advisors at (212) 973-1200 and ask for Devanshu Amin. Devanshu works from the New York, NY office.
How long has Devanshu been a financial advisor?
Devanshu has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Devanshu hold?
Series 65. Tap any license on this page to see what it allows.
Is Devanshu a fiduciary?
Devanshu is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devanshu paid?
Wealthspire Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Devanshu for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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