Stephen N. Receski

SPIRE WEALTH MANAGEMENT

PITTSBURGH, PA 15217-1305

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CRD#: 1339216

Professional summary

Stephen Nicholas Receski is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Pittsburgh, Pennsylvania and SPIRE SECURITIES, LLC located in Pittsburgh, Pennsylvania.

Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Stephen has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RECESKI'S TAX SERVICES, 166 NORTH DUANE DRIVE, PITTSBURGH, PA 15239 - PERFORMS OUTSIDE ACCOUNTING WORK FOR BUSINESSES AND INDIVIDUALS IN THE PITTSBURGH, PA AREA. NON-INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Nicholas Receski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 4, 2018 - Present

SPIRE WEALTH MANAGEMENT, LLC

Office #1: 6507 Wilkins Ave Ste 111, Pittsburgh, PA 15217-1305

RIA

CRD#: 113908

PITTSBURGH, PA

Current

August 7, 2009 - Present

SPIRE SECURITIES, LLC

Office #1: 6507 Wilkins Ave. Suite 211, Pittsburgh, PA 15217

CRD#: 144131

Pittsburgh, PA

Past

October 23, 2015 - December 15, 2016

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

Pittsburg, PA

Past

August 10, 2009 - December 31, 2013

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

MCLEAN, VA

Past

June 12, 2009 - August 6, 2009

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

PITTSBURGH, PA

Past

March 13, 2009 - August 6, 2009

RBC CAPITAL MARKETS, LLC

CRD#: 31194

PITTSBURGH, PA

Past

September 1, 2006 - March 13, 2009

FERRIS, BAKER WATTS, LLC

CRD#: 285

PITTSBURGH, PA

Past

August 21, 1995 - September 1, 2006

ARTHURS, LESTRANGE & COMPANY INCORPORATED

CRD#: 54

PITTSBURGH, PA

Past

May 31, 1994 - December 23, 1994

PNC CAPITAL MARKETS LLC

CRD#: 15647

PITTSBURGH, PA

Past

May 26, 1994 - August 7, 1995

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Past

April 28, 1994 - October 5, 1994

MONTANO SECURITIES CORPORATION

CRD#: 7887

ORANGE, CA

Past

August 5, 1987 - November 20, 1989

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

March 19, 1985 - April 7, 1987

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SPIRE WEALTH MANAGEMENT, LLC

LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908 / SEC#: 801-60468

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/3/2023)

Florida
(7/16/2024)

Pennsylvania
(8/7/2009)

IAR

Pennsylvania
(12/4/2018)

Texas
(8/4/2023)

IAR

Texas
(8/4/2023)

West Virginia
(2/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/4/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/27/1994

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SPIRE WEALTH MANAGEMENT, LLC

LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908 / SEC#: 801-60468

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

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Contact information

Main Address

7901 Jones Branch Dr. Suite 810, Mclean, VA 22102

Mailing Address

7901 Jones Branch Drive Suite 800, Mclean, VA 22102

Phone number

(703) 657-6060

Established

Firm type

Fiscal year end

# of Employees

165

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 SPIRE WEALTH MANAGEMENT ADV 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	15,808
AUM (Assets Under Management)	$ 4,617,171,037

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen N. Receski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Nicholas Receski's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE SECURITIES, LLC

SPIRE WEALTH MANAGEMENT, LLC

SPIRE WEALTH MANAGEMENT, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

FERRIS, BAKER WATTS, LLC

ARTHURS, LESTRANGE & COMPANY INCORPORATED

PNC CAPITAL MARKETS LLC

PNC BROKERAGE CORP

MONTANO SECURITIES CORPORATION

ADVEST, INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2005

Series 63

Date: 5/2/1994

SIE

Date: 10/1/2018

Series 7

Date: 4/27/1994

FINRA

Current Firm

SPIRE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPIRE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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