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CRD#: 144131
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

SPIRE SECURITIES, LLC is located at 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102 and was first established at Philadelphia, Virginia in 04/02/2007. After operating for 18 years, SPIRE SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SPIRE SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. SPIRE SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SPIRE SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 2 disclosures, 1 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SPIRE SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SPIRE SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for SPIRE SECURITIES, LLC Comes From

Understanding the Statistics for SPIRE SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1
Arbitration
1

FIRM INFORMATION

Main Address
7901 Jones Branch Dr. Suite 810, Mclean, VA 22102
Mailing Address
7901 Jones Branch Dr. Suite 800, Mclean, VA 22102
Firm Size
Small
Phone Number
(703) 657-6075
Established
Virginia since 04/02/2007
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SPIRE INVESTMENT PTNERPARENT/HOLDING COMPANY
BLISK, DAVID LLOYDPRESIDENT
MALIK, FEISAL AHMED KHANCCO2115832
MILBURN, ROBERTFINOP2013040

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at SPIRE SECURITIES, LLC

Brenda Pack Blisk

Brenda Pack Blisk

IAR
RR
CRD#: 1470911
CFP®: Certified Financial Planner
Location:
Mclean, VA 22102
Company:
SPIRE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
39 years
View Profile
SD

Steven Michael Digregorio

Steven M Digregorio, Steven Digregorio
IAR
RR
CRD#: 1731139
Location:
Ormond Beach, FL
Company:
SPIRE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
38 years
View Profile
TF

Tracey Douglas Frank

IAR
RR
CRD#: 1773889
Location:
Colorado Springs, CO
Company:
SPIRE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
38 years
View Profile
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Experience (Years)

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