Spencer Friedman is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2025-08-13 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-03-21 | 2025-08-11 | — |