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 on regulatory records dating to 2007. The snapshot supplied classifies ownership as a mix of a domestic entity and an individual and lists the firm as “unclassified” for manager type. The profile indicates Spire Securities does not act as a capital allocator and is not identified as an active ESG investor. Several typical firm descriptors — such as stated business activities, advisory services offered, client segments, and fee structure — are not provided in the available record.

Assets & Accounts

Investments & Alternatives

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