Mark E. Chachere

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CRD#: 5399971

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.

Mark Edward Chachere, who also goes by Mark E Chachere, Mark Edward Chachere, Mark Chachere, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2007. Mark had worked at 15 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mark E Chachere | Mark Edward Chachere | Mark Chachere

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

December 17, 2020 - July 28, 2021

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

Metairie, LA

Past

December 17, 2020 - July 28, 2021

SPIRE SECURITIES, LLC

CRD#: 144131

Metairie, LA

Past

August 18, 2017 - December 21, 2018

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

Slidell, LA

Past

August 18, 2017 - December 21, 2018

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

Slidell, LA

Past

October 15, 2015 - March 15, 2017

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

NEW ORLEANS, LA

Past

October 15, 2015 - March 15, 2017

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

NEW ORLEANS, LA

Past

October 31, 2014 - October 5, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW ORLEANS, LA

Past

October 24, 2014 - October 5, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW ORLEANS, LA

Past

September 26, 2011 - September 22, 2014

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

NEW ORLEANS, LA

Past

September 26, 2011 - September 22, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

NEW ORLEANS, LA

Past

April 18, 2011 - August 24, 2011

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

MINNEAPOLIS, MN

Past

April 18, 2011 - August 24, 2011

QUESTAR CAPITAL CORPORATION

CRD#: 43100

NEW ORLEANS, LA

Past

March 1, 2010 - April 4, 2011

OSAIC FS, INC.

CRD#: 3870

METAIRIE, LA

Past

September 3, 2009 - February 8, 2010

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LA VISTA, NE

Past

August 31, 2009 - February 8, 2010

SECURITIES AMERICA, INC.

CRD#: 10205

METAIRE, LA

Past

March 26, 2008 - July 24, 2009

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

METAIRIE, LA

Past

March 20, 2008 - July 24, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

METAIRIE, LA

Past

January 7, 2008 - March 26, 2008

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

METAIRE, LA

Past

January 7, 2008 - March 26, 2008

SECURITIES AMERICA, INC.

CRD#: 10205

METAIRE, LA

Past

October 24, 2007 - December 12, 2007

EDWARD JONES

RIA

CRD#: 250

NEW ORLEANS, LA

Past

September 29, 2007 - December 12, 2007

EDWARD JONES

CRD#: 250

NEW ORLEANS, LA

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/12/2007

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: 9/27/2007

General Securities Representative Examination

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

Mark E. Chachere

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SPIRE SECURITIES, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

OSAIC FS, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/2007

SIE

Date: 10/1/2018

Series 7

Date: 9/27/2007

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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