Emily A. Donaldson

SPIRE WEALTH MANAGEMENT

Wildwood, MO

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CRD#: 6749200

Professional summary

Emily Ann Donaldson, who also goes by Emily Ann Donaldson, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Wildwood, Missouri and SPIRE SECURITIES, LLC located in Mclean, Virginia.

Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Emily has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emily Ann Donaldson

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.

RFG Advisory, LLC. 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Ann Donaldson'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

August 26, 2024 - Present

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

Wildwood, MO

Current

August 26, 2024 - Present

SPIRE SECURITIES, LLC

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

CRD#: 144131

Mclean, VA

Past

August 1, 2022 - August 9, 2024

RFG ADVISORY, LLC

RIA

CRD#: 158401

CREVE COEUR, MO

Past

August 1, 2022 - August 9, 2024

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Creve Coeur, MO

Past

March 8, 2022 - May 27, 2022

KRILOGY

RIA

CRD#: 149046

ST. LOUIS, MO

Past

May 5, 2021 - March 2, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ST. LOUIS, MO

Past

May 5, 2021 - March 2, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

May 14, 2019 - December 8, 2020

TD AMERITRADE, INC.

RIA

CRD#: 7870

ST. LOUIS, MO

Past

May 14, 2019 - December 8, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

ST. LOUIS, MO

Past

January 26, 2018 - December 8, 2020

TD AMERITRADE, INC.

CRD#: 7870

ST. LOUIS, MO

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

Missouri
(8/26/2024)

IAR

Missouri
(8/26/2024)

Virginia
(8/26/2024)

IAR

Virginia
(8/26/2024)

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: 5/13/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/3/2018

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: 1/26/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/22/2024

General Securities Principal 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

Emily A. Donaldson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Ann Donaldson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE SECURITIES, LLC

RFG ADVISORY, LLC

PRIVATE CLIENT SERVICES, LLC

KRILOGY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2019

Series 63

Date: 5/3/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/26/2018

Series 24

Date: 3/22/2024

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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