DA
Dylan R. Atkins
SPIRE WEALTH MANAGEMENT
Media, PA
Some features on this profile are disabled
CRD#: 3130448
DA
Professional summary
Dylan R Atkins, CFP®, who also goes by Dylan Roarke Atkins, Dylan R Atkins, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Media, Pennsylvania and SPIRE SECURITIES, LLC located in Mclean, Virginia.
Dylan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Dylan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dylan Roarke Atkins | Dylan R Atkins
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.
I*93637 For profit or not for profit: Non-Profit Organization Name of outside business organization: Delaware County Community College Investment related: N Address of business: Media, Pennsylvania 19063 Nature of business: Charitable Organization, Position, title, association: , Start date of relationship: 1/1/2016 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Sit on a board that helps oversee and direct community college scholarships. as of 11/27/2018 suggested I be added to the finance committee that oversees and approves distributions from the foundation boards portfolio for research, scholarships. I*35139 For profit or not for profit: For-Profit Organization Name of outside business organization: None Investment related: N Address of business: Media, Pennsylvania 19063 Nature of business: Other, privately owned Position, title, association: Owner, Start date of relationship: 5/18/2010 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I have an apartment above my garage that is rented out.
CRS (Client Relationship Summary) - RIA
Click below to view Dylan R Atkins's 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®
CFP®
Start date: 2011
Experience
Current
August 4, 2025 - Present
SPIRE WEALTH MANAGEMENT, LLC
RIA
CRD#: 113908
Media, PA
Current
August 4, 2025 - Present
SPIRE SECURITIES, LLC
Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102BD
CRD#: 144131
Mclean, VA
Past
July 31, 2008 - November 8, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PHILADELPHIA, PA
Past
August 12, 1999 - November 8, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PHILADELPHIA, PA
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
Pennsylvania(8/4/2025)
IAR
Pennsylvania(8/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
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.
