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Adam C
Series 65
Annapolis, MD
WealthSpire Advisors
Adam Corder is a financial advisor at Wealthspire Advisors with a Series 65 designation and three years of industry experience. Prior to joining Wealthspire Advisors in 2022, he worked at The Nordic Inn and held research roles at the University of Chicago’s National Opinion Research Center and the US Census Bureau. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and utilizes a third-party platform to manage held-away retirement assets.
Erik S
CFP®, Series 66
Annapolis, MD
WealthSpire Advisors
Erik Szabocsik is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Wealthspire Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations, providing wealth management, financial planning, and trust-administration services. The firm employs a customized, relationship-driven investment approach focused on diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.
Tatiana D
CFP®, Series 63, Series 65
Annapolis, MD
WealthSpire Advisors
Tatiana Dadykina is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2018. Prior to joining Wealthspire, she worked at AXA Advisors LLC for three years. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets across about 220 advisors and nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting services to individuals, corporate plans, nonprofits, and foundations, using an institutional-style asset allocation framework with centralized oversight.
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