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NG

Natalie J. Gosselin

SPIRE WEALTH MANAGEMENT
Bethesda, MD 20814
Some features on this profile are disabled
CRD#: 4977884
NG

Professional summary

Natalie J Gosselin, who also goes by Natalie Jean Gosselin, Natalie Jean Hardy, Natalie Hardy, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Bethesda, Maryland.

Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Natalie has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Natalie Jean Gosselin | Natalie Jean Hardy | Natalie Hardy

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) - RIA

Click below to view Natalie J Gosselin'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

March 10, 2020 - Present

SPIRE WEALTH MANAGEMENT, LLC

Office #1: 7625 Wisconsin Ave 3rd Floor, Bethesda, MD 20814
RIA
CRD#: 113908
Bethesda, MD
Past

September 14, 2017 - September 27, 2019

XML FINANCIAL GROUP

RIA
CRD#: 284987
Rockville, MD
Past

June 23, 2009 - October 13, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
ROCKVILLE, MD
Past

June 23, 2009 - October 13, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
ROCKVILLE, MD
Past

May 30, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
WASHINGTON, DC
Past

February 7, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
WASHINGTON, DC

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.

Highlighted states indicate IAR registrations

IAR
Maryland
(3/10/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/19/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/13/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 5/28/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/6/2008
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)
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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#: 113908Bethesda, MD 20814

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