Spire Securities, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
81
Avg account
$0

Firm details

Headquarters
Mclean, Virginia
CRD number
144131
Registered since
October 3, 2007

Firm profile

FINTRX

Overview

Spire Securities, LLC is organized as a limited liability company and has been SEC-registered since 2007. FINTRX lists ownership as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. Reported attributes indicate Spire Securities does not self-identify as an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and is not a pension consultant. The record also shows no related adviser relationships. The firm has not supplied descriptive detail on its core business activities, advisory services, client segments, or fee arrangements in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Robert Lord

    Robert Lord

    COOCRD 6773236

  • Feisal Malik

    Feisal Malik

    Chief Compliance OfficerCRD 2115832

  • Jennifer Mejia

    Jennifer Mejia

    Chief Operating OfficerCRD 2976527

Unlock 3 more executives

Contacts

3 of 75
  • Hallie Marshall

    Hallie Marshall

    Transitions ManagerCRD 5842223

  • Tobia Pierce

    Tobia Pierce

    Financial AdvisorCRD 6417151

  • David Canham

    Managing Director & Senior Wealth AdvisorCRD 2628668

Unlock 72 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mclean, VA

Fairfax

Location

Mclean, VA

Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
7901 Jones Branch Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth