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FM

Feisal A. Malik

SPIRE WEALTH MANAGEMENT
MCLEAN, VA 22102
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CRD#: 2115832
FM

Professional summary


Feisal Ahmed Khan Malik, who also goes by Feisal Ahmed Malik, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Mclean, Virginia and SPIRE SECURITIES, LLC located in Mclean, Virginia.

Feisal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Feisal has worked at 8 firms and has passed the Series 65, Series 63, Series 31, Series 99TO, SIE, Series 7, Series 6, Series 14, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Feisal Ahmed Malik

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.
Since April 2023 acting as Chief Compliance Officer for Spire as a Service (Saas), a business offering of Spire Investment Partners. This is an outsourced compliance position for outside RIAs. Investment related.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Feisal Ahmed Khan Malik'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

November 20, 2020 - Present

SPIRE WEALTH MANAGEMENT, LLC

Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102
RIA
CRD#: 113908
MCLEAN, VA
Current

November 10, 2020 - Present

SPIRE SECURITIES, LLC

Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102Office #2: 7901 Jones Branch Dr. Suite 800, Mclean, VA 22102Office #3: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102
BD
CRD#: 144131
Mclean, VA
Past

July 5, 2017 - November 19, 2020

BESTVEST INVESTMENTS, LTD.

RIA
CRD#: 40302
ALLENTOWN, PA
Past

June 20, 2017 - November 19, 2020

BESTVEST INVESTMENTS, LTD.

BD
CRD#: 40302
ALLENTOWN, PA
Past

March 18, 2010 - February 3, 2016

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
ALLENTOWN, PA
Past

December 12, 2007 - February 3, 2016

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
ALLENTOWN, PA
Past

February 28, 2006 - November 30, 2007

NYLIFE SECURITIES LLC

BD
CRD#: 5167
HORSHAM, PA
Past

February 14, 1994 - December 31, 2005

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

February 26, 1991 - March 31, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

February 26, 1991 - March 31, 1993

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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".
SW
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.
RR
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

RR
Alabama
(4/7/2022)
RR
Arizona
(4/29/2022)
RR
Arkansas
(5/13/2022)
RR
California
(4/5/2022)
RR
Colorado
(4/28/2022)
RR
Connecticut
(4/11/2022)
RR
Delaware
(5/25/2022)
RR
District of Columbia
(4/5/2022)
RR
Florida
(4/5/2022)
RR
Georgia
(5/5/2022)
RR
Hawaii
(4/14/2022)
RR
Idaho
(5/31/2022)
RR
Illinois
(3/1/2022)
RR
Indiana
(4/8/2022)
RR
Iowa
(4/8/2022)
RR
Kansas
(4/5/2022)
RR
Kentucky
(4/11/2022)
RR
Louisiana
(4/7/2022)
RR
Maine
(11/14/2025)
RR
Maryland
(4/5/2022)
RR
Massachusetts
(5/13/2022)
RR
Michigan
(5/25/2022)
RR
Minnesota
(5/13/2022)
RR
Mississippi
(4/6/2022)
RR
Montana
(4/13/2022)
RR
Nebraska
(4/18/2022)
RR
Nevada
(4/18/2022)
RR
New Jersey
(5/9/2022)
RR
New Mexico
(4/5/2022)
RR
New York
(4/5/2022)
RR
North Carolina
(4/25/2022)
RR
North Dakota
(4/11/2022)
RR
Ohio
(4/5/2022)
RR
Oregon
(4/13/2022)
RR
Pennsylvania
(4/6/2022)
RR
South Carolina
(5/13/2022)
RR
South Dakota
(4/26/2022)
RR
Tennessee
(4/20/2022)
RR
Texas
(4/4/2022)
RR
Utah
(4/19/2022)
RR
Virginia
(11/20/2020)
IAR
Virginia
(11/20/2020)
RR
Washington
(6/6/2022)
RR
West Virginia
(4/7/2022)
RR
Wisconsin
(4/14/2022)
RR
Wyoming
(5/2/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/5/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 9/18/2023
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/11/2025
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SW
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts15,808
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.

Company Information


SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908Mclean, VA 22102

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