Eric Sontag has been President of Wealthspire Advisors since November 2011, is a control person of the firm and directly owns under 5% of it. Eric Sontag holds a Bachelor's degree in economics and sociology from Cornell University.
Wealthspire Advisors LLC is a New York, NY firm with $34.3B under management, 9,973 clients and 220 advisers across 27 offices, as of its April 2026 filing.
Eric Sontag is President, Private Client of Wealthspire. He oversees strategy, growth and operating leadership across the firm's multi-office private wealth business, and plays a lead role in evaluating and integrating acquisitions. Sontag joined one of the firm's predecessors, Sontag Advisory, in 2009 and previously served as its Chief Operating Officer. Earlier in his career he held several positions at BlackRock.
- Wealthspire AdvisorsCurrent– present · 5 yearsNew York, NY · Adviser representative · Firm CRD 106181
Professional designations
Listed by Wealthspire Advisors
- CFA®
Investment adviser representative registrations
Eric Sontag is registered as an investment adviser representative in New York, since April 2021.
- New YorkSince 7 April 2021
Examinations
No examinations are on Eric Sontag’s record.
- Full name
- Eric Matthew Sontag
- CRD
- 6011088
- Firm
- Wealthspire Advisors · CRD 106181
- Role
- President
- Office
- 521 FIFTH AVENUE, 15TH FLOOR, New York, NY 10175
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthspire.com
Where does Eric Sontag work?
Eric Sontag has been President of Wealthspire Advisors LLC since November 2011, and is a control person of the firm.
Is Eric Sontag a financial advisor?
Yes. Eric Sontag has a current investment-adviser registration in New York, through Wealthspire Advisors since April 2021.
How many years of experience does Eric Sontag have?
Eric Sontag has 5 years in the financial industry, since April 2021, across 1 adviser firm.
Where is Eric Sontag based?
Eric Sontag’s registered office is in New York, NY.
Is Eric Sontag registered with FINRA?
No. Eric Sontag has no current broker registration.
Is Eric Sontag a CFA charterholder?
Wealthspire Advisors lists Eric Sontag with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Eric Sontag’s record?
Search CRD 6011088 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Sontag’s full registration record.
- Michael LamenaChief Executive Officer, Wealthspire, LP
- Carl NelsonPresident, Wealthspire, LP
- Brian PowersChief Financial Officer
Michael Del PrioreChief Compliance Officer- Michael GossDirector
- Robert HilzenrathDirector
- Brad LongChief Investment Officer
- Veronica MooDirector
- Channing OlsonChief Operations Officer
- Brett SchneiderDirector