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TB

Troy Bystol

Some features on this profile are disabled
CRD#: 4502626
TB

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.

Troy Bystol, who also goes by Troy Allen Bystol, was a registered financial professional .

Troy is a previously registered financial professional and started their career in finance in 2002. Troy had worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Troy Allen Bystol

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.
The advisor shows no other business activity.

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®
None

Experience

Past

April 24, 2026 - April 27, 2026

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
Mt. Pleasant, SC
Past

March 30, 2026 - April 27, 2026

SPIRE SECURITIES, LLC

BD
CRD#: 144131
MCLEAN, VA
Past

April 15, 2025 - January 23, 2026

ELEVATED PRIVATE WEALTH

RIA
CRD#: 335270
MT. PLEASANT, SC
Past

April 19, 2022 - December 15, 2025

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Mt. Pleasant, SC
Past

March 8, 2021 - April 15, 2025

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

RIA
CRD#: 312022
VERONA, WI
Past

April 20, 2011 - March 9, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
MADISON, WI
Past

April 20, 2011 - March 9, 2021

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
MADISON, WI
Past

July 6, 2005 - April 20, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
MADISON, WI
Past

July 6, 2005 - April 20, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
MADISON, WI
Past

October 30, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
MADISON, WI
Past

October 30, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

April 5, 2002 - November 12, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, 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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/4/2002
General Securities Representative Examination

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)
PREMIUM
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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)

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#: 113908

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