AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Bethany Paige VanDerMeid

Bethany P. VanDerMeid

SPIRE WEALTH MANAGEMENT | Regional Sales Associate
MCLEAN, VA 22102
Some features on this profile are disabled
CRD#: 7031434
Bethany Paige VanDerMeid

Professional summary

Bethany Paige VanDerMeid, who also goes by Bethany Paige Vandermeid, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Mclean, Virginia and SPIRE SECURITIES, LLC located in Mclean, Virginia.

Bethany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Bethany has worked at 4 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.

Biography

Bethany began her career in financial services in 2016. Prior to working at Mercer Advisors, she worked for an investment advisor in her hometown of Rochester, NY. Bethany graduated from The State University of New York at Geneseo in 2016, with a bachelor’s degree in Business Administration, and played volleyball while in college. She currently resides in Fairfax, VA. Bethany holds the FINRA Series 65 license.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bethany Paige Vandermeid

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 Bethany Paige VanDerMeid'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

May 12, 2026 - Present

SPIRE WEALTH MANAGEMENT, LLC

Office #1: 7901 Jones Branch Dr. Suite 800, Mclean, VA 22102
RIA
CRD#: 113908
MCLEAN, VA
Current

May 12, 2026 - Present

SPIRE SECURITIES, LLC

Office #1: 7901 Jones Branch Dr. Suite 800, Mclean, VA 22102
BD
CRD#: 144131
Mclean, VA
Past

May 13, 2024 - May 13, 2026

ROCKEFELLER FINANCIAL LLC

BD
CRD#: 291361
Arlington, VA
Past

January 31, 2024 - May 13, 2026

ROCKEFELLER FINANCIAL LLC

RIA
CRD#: 291361
Arlington, VA
Past

February 16, 2021 - October 3, 2023

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
McLean, VA
Past

January 15, 2019 - December 31, 2020

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Vienna, 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".
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.
RR
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

RR
Virginia
(5/12/2026)
IAR
Virginia
(5/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/10/2024
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/15/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/13/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/25/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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)
Loading...

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 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

Regional Sales AssociateCRD#: 113908Mclean, VA 22102

TRUST BUT VERIFY

Monitor Bethany VanDerMeid

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Bryan W Keane
Bryan KeaneAdvisorCheck Check Mark
HIGHTOWER ADVISORS, LLC
IAR
Arlington, VA
Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
Eric Duranta Bailey
Eric BaileyAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
SILVER SPRING, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.