Gary A. Didonna

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CRD#: 1651306

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Allen Didonna, CFP® was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1987. Gary had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

1) Premier Retirement Asset Management - DBA under Spire which the RR and IAR activities are performed. Address: 2520 N. Tamiami Trail, Nokomis, FL 34275 Nature of business: LTC, Fixed Annuities, Insurance, Investment advisor. Start date: 8/1987 Position/title/relationship: CFO/IAR Apx number of hours per week: 20 Apx number of hours during trading hours: 20 Brief description of duties: Market, service fixed business and insurance products 2) Name of other business: The Advisors Planning Group, LLC Investment related: No Address: 2520 N. Tamiami Trail, Nokomis, FL 34275 Nature of business: Accounting and Tax Prep Start date: 8/2002 Position/title/relationship: CFO Apx number of hours per week: 80 Apx number of hours during trading hours: 80 Brief description of duties: Accounting, income tax prep 3.Name of other business: Advisors Property Management Group, LLC Investment related: No Address: 2520 N. Tamiami Trail, Nokomis, FL 34275 Nature of business: Property management Start date: 6/11/2000 Position/title/relationship: CFO Apx number of hours per week: 0 Apx number of hours during trading hours: 0 Brief description of duties: Accounting, property management

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Experience

Past

September 30, 2016 - August 3, 2023

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

Osprey, FL

Past

September 20, 2016 - August 3, 2023

SPIRE SECURITIES, LLC

CRD#: 144131

Osprey, FL

Past

January 11, 2016 - August 12, 2016

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

NOKOMIS, FL

Past

January 7, 2016 - August 12, 2016

INVESTORS CAPITAL CORP.

CRD#: 30613

NOKOMIS, FL

Past

April 10, 2013 - January 12, 2016

OSAIC SERVICES, INC.

RIA

CRD#: 133763

NOKOMIS, FL

Past

March 20, 2013 - January 12, 2016

OSAIC SERVICES, INC.

CRD#: 133763

NOKOMIS, FL

Past

September 15, 2004 - April 10, 2013

ASSET & FINANCIAL PLANNING, LTD

RIA

CRD#: 110709

NOKOMIS, FL

Past

March 21, 2000 - April 10, 2013

PRIME CAPITAL SERVICES, INC.

CRD#: 18334

NOKOMIS, FL

Past

November 17, 1994 - March 14, 2000

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

April 29, 1988 - November 17, 1994

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

July 21, 1987 - May 18, 1988

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/11/1987

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: 7/18/1987

General Securities Representative Examination

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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Firm Stability Insights

Gary A. Didonna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SPIRE SECURITIES, LLC

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

ASSET & FINANCIAL PLANNING, LTD

PRIME CAPITAL SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

AVANTAX INVESTMENT SERVICES, INC.

ADVANTAGE CAPITAL CORPORATION

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/1999

Series 63

Date: 8/11/1987

SIE

Date: 10/1/2018

Series 7

Date: 7/18/1987

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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