Morgan Stanley
46yrs
Top advisor by experience in Melville
New
Liam Smith
Financial advisor at Wealthspire Advisors
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office400 Broadhollow Road, Suite 301, Melville, NY 11747
How the firm is paid ?Percent of assets, Flat fee, Other
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.
Uniform Investment Adviser Law Examination
Career
- May 2026 – nowWealthspire AdvisorsCurrent firm
Questions to ask Liam
Tailored to Liam’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Liam
How do I contact Liam?
Call Wealthspire Advisors at (212) 973-1200 and ask for Liam Smith. Liam works from the Melville, NY office.
How long has Liam been a financial advisor?
Liam is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Liam hold?
Series 65. Tap any license on this page to see what it allows.
Is Liam a fiduciary?
Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Liam paid?
Wealthspire Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Liam for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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