Alexi Sacco

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 10/2018
  Oppenheimer & Co. Inc.
  Vienna, VA
• 10/2018 → Present
  Spire Investment Partners, Llc
  Mclean, VA

Previous Registrations

• 2013-10-01 → 2018-10-12
  Oppenheimer & Co. Inc.
  Washington, DC
  Vienna, VA
• 2013-07-01 → 2013-10-04
  Ubs Financial Services Inc.
  Bethesda, MD

Other Businesses

(1) Musician, non investment related. Perform at a variety of different venues in the greater Washington, DC area. Effective 04/2016. (2) IAR of Affiliate, Spire Wealth Management, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-01