Matthew E. Gaffey

SPIRE WEALTH MANAGEMENT

Mclean, VA 22102

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CRD#: 5249415

Professional summary

Matthew Edward Gaffey, CFP®, ChFC®, who also goes by Matt Gaffey, Matthew E Gaffey, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Mclean, Virginia and SPIRE SECURITIES, LLC located in Mclean, Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Gaffey | Matthew E Gaffey

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.

IAR of Affiliate, Spire Wealth Management. NexGen - Investing and Consulting company. Passive investor, 5% owner. No time devoted to the operation of the LLC. LNA - Family Investment Co. Passive investor, 45% owner. Family investments only.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward Gaffey'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: 2014

ChFC^®

Chartered Financial Consultant

Experience

Current

July 18, 2016 - Present

SPIRE WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 113908

Mclean, VA

Current

July 18, 2016 - Present

SPIRE SECURITIES, LLC

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

CRD#: 144131

Mclean, VA

Past

January 21, 2016 - July 7, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ASHBURN, VA

Past

January 21, 2016 - July 7, 2016

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ASHBURN, VA

Past

October 5, 2015 - January 26, 2016

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

FAIRFAX, VA

Past

October 5, 2015 - January 26, 2016

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

FAIRFAX, VA

Past

March 29, 2010 - October 16, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

RESTON, VA

Past

March 22, 2010 - October 15, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

RESTON, VA

Past

November 1, 2007 - March 5, 2010

SPIRE SECURITIES, LLC

CRD#: 144131

MCLEAN, VA

Past

May 1, 2007 - March 5, 2010

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

RESTON, VA

Past

December 6, 2006 - November 2, 2007

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MCLEAN, 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

Virginia
(7/18/2016)

IAR

Virginia
(7/18/2016)

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: 4/30/2007

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: 12/5/2006

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)

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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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Advisor Monitoring

Firm Stability Insights

Matthew E. Gaffey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward Gaffey's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE SECURITIES, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

SPIRE SECURITIES, LLC

SPIRE WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/30/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/5/2006

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

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