William Cunningham

SPIRE WEALTH MANAGEMENT

Mclean, VA 22102

Some features on this profile are disabled

CRD#: 5141752

Professional summary

William Cunningham, CFP®, who also goes by Will Cunningham, William Edmund Cunningham, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Mclean, Virginia and SPIRE SECURITIES, LLC located in Mclean, Virginia.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. William has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Cunningham | William Edmund Cunningham

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 currently own a rental property at 1315 N. Ode St. # 725 Arlington, VA 22209. I devote less than 1 hour a month to this, and my responsibilities are to ensure that everything at the condo is in working order, and that the rent mortgage, and condo fees are paid on time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Cunningham'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 15, 2018 - Present

SPIRE WEALTH MANAGEMENT, LLC

Office #1: 7901 Jones Branch Dr Suite 800, Mclean, VA 22102

RIA

CRD#: 113908

Mclean, VA

Current

March 15, 2018 - Present

SPIRE SECURITIES, LLC

Office #1: 7901 Jones Branch Dr. Suite 800, Mclean, VA 22102

CRD#: 144131

Mclean, VA

Past

August 10, 2011 - March 13, 2018

HOMESTEAD ADVISERS CORP.

RIA

CRD#: 109845

ARLINGTON, VA

Past

February 28, 2007 - March 13, 2018

HOMESTEAD FINANCIAL SERVICES CORP.

CRD#: 26643

ARLINGTON, VA

Past

November 29, 2006 - February 8, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MITCHEL FIELD, NY

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

Virginia
(3/15/2018)

IAR

Virginia
(3/15/2018)

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 65

Date: 10/19/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/4/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/28/2006

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)

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)

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William Cunningham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Cunningham's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE SECURITIES, LLC

HOMESTEAD ADVISERS CORP.

HOMESTEAD FINANCIAL SERVICES CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/19/2011

Series 63

Date: 4/4/2007

SIE

Date: 10/1/2018

Series 7

Date: 11/28/2006

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

Similar Advisors