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 appears in FINTRX as an SEC-registered entity since 2007. Ownership is recorded as a mix of a domestic entity and an individual; the firm’s classification is listed as unclassified. The firm’s FINTRX profile shows limited disclosure of its core business details. There are no entries for client types, fee schedules, or descriptive business/advisory activities in the record. Several status flags are negative: the firm is not identified as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, and is not marked as a pension consultant or related adviser.

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