Peter T. Michaels

SPIRE WEALTH MANAGEMENT

Bethesda, MD

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CRD#: 4735727

Professional summary

Peter Theodore Michaels is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Bethesda, Maryland and SPIRE SECURITIES, LLC located in Mclean, Virginia.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Peter has worked at 5 firms and has passed the Series 66, 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.

AXXIOS, LLC; BUSINESS CONSULTING; SINCE 2003, DBA for his IAR activities with Spire Wealth; INVESTMENT RELATED. IAR OF SPIRE WEALTH MANAGMENT - AFFILIATED RIA. ADVISORY BOARD MEMBER FOR SYSTEM PLANNING CORP. NON INVESTMENT RELATED: 1111 NORTH 19 ST., ARLINGTON VA. SINCE 1/2011 - 10HRS/MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Theodore Michaels'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, 2008 - Present

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

Bethesda, MD

Current

November 20, 2008 - Present

SPIRE SECURITIES, LLC

Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102

CRD#: 144131

Mclean, VA

Past

March 27, 2008 - September 22, 2008

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

WASHINGTON, DC

Past

March 3, 2008 - September 22, 2008

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK CITY, NY

Past

July 5, 2005 - April 3, 2007

CITICORP INVESTMENT SERVICES

RIA

CRD#: 23988

WASHINGTON, DC

Past

May 31, 2005 - April 3, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

WASHINGTON, DC

Past

January 28, 2004 - April 18, 2005

LARA, SHULL & MAY, LTD

CRD#: 10556

FALLS CHURCH, VA

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

District of Columbia
(11/20/2008)

Maryland
(11/20/2008)

IAR

Maryland
(7/17/2023)

Virginia
(11/20/2008)

IAR

Virginia
(11/20/2008)

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 66

Date: 2/10/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/27/2004

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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Firm Stability Insights

Peter T. Michaels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Theodore Michaels's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE SECURITIES, LLC

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

LARA, SHULL & MAY, LTD

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2004

SIE

Date: 10/1/2018

Series 7

Date: 1/27/2004

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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