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Marcus Lee Malone

Spire Wealth Management, LLC

Mclean, VA

Irvine, CA

CRD 5373707

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Employer firm

Spire Wealth Management, LLC CRD 113908

$4.51B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING

From the firm’s Form ADV. Read the guides:

Current Employers
Spire Wealth Management, Llc

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-03
  • CA RA
    APPROVED
    Since 2021-06-03

Branch Locations

7901 Jones Branch Dr. Suite 800, Mclean, VA 22102 • United States

Irvine, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spire Securities, Llc Mclean VA 07/2013 Present
  • 07/2013 → Present
    Spire Securities, Llc
    Mclean, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-18
  • S66 Uniform Combined State Law Examination
    2018-04-18

View on SEC IAPD

Nearby Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH

Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

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