Wealthstream Advisors, Inc.

Wealthstream Advisors, Inc. (CRD# 129428) is a financial advisory firm headquartered in New York, NY. They manage $1,156,997,266 in 1,734 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,157
    MILLION
  • Total Number of Accounts
    1,734
    ACCOUNTS
  • Average Account Value
    $667,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NC, NH, NJ, NY, OR, PA, TX, VA

Financial Advisors at Wealthstream Advisors, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Diana J. Batchelor
CRD#: 4901717
120 Waterfront Street, Suite 410, National Harbor, MD 20745

Diana Batchelor (CRD# 4901717) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in National Harbor, MD and has over 16 years of experience in the finance industry. Diana Batchelor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael E. Goodman
CRD#: 2747956
60 East 42nd Street, Suite 1600, One Grand Central Place, New York, NY 10165

Michael Goodman (CRD# 2747956) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 25 years of experience in the finance industry. Michael Goodman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Eric D. Siss
CRD#: 6204450
60 East 42nd Street, Suite 1120, New York, NY 10165

Eric Siss (CRD# 6204450) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 7 years of experience in the finance industry. Eric Siss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Carolyn T. Walder
CRD#: 2920958
120 Waterfront Street, Suite 410, National Harbor, MD 20745

Carolyn Walder (CRD# 2920958) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in National Harbor, MD and has over 24 years of experience in the finance industry. Carolyn Walder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Brant R. Cavagnaro
CRD#: 6001114
60 East 42nd Street, Suite 1120, New York, NY 10165

Brant Cavagnaro (CRD# 6001114) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 10 years of experience in the finance industry. Brant Cavagnaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Katharine J. George
CRD#: 6656272
60 East 42nd Street, Suite 1120, New York, NY 10165

Katharine George (CRD# 6656272) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has 1 year of experience in the finance industry. Katharine George has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Matthew A. Gordon
CRD#: 2105314
60 East 42nd Street, Suite 1120, New York, NY 10165

Matthew Gordon (CRD# 2105314) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 19 years of experience in the finance industry. Matthew Gordon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Mark J. Kazmac
CRD#: 805272
60 East 42nd Street, Suite 1120, New York, NY 10165

Mark Kazmac (CRD# 805272) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 28 years of experience in the finance industry.

9
Michael S. Kimmel
CRD#: 5122779
60 East 42nd Street, Suite 1120, New York, NY 10165

Michael Kimmel (CRD# 5122779) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 15 years of experience in the finance industry. Michael Kimmel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Brenna M. McLoughlin
CRD#: 7415686
60 East 42nd Street, Suite 1120, New York, NY 10165

Brenna McLoughlin (CRD# 7415686) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has 1 year of experience in the finance industry. Brenna McLoughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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