Bharat Nandiram Mulchandani

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

• 01/1998 → Present
  Fairfax Mortgage
  Fairfax, VA
• 11/2012 → Present
  Spire Investment Partners, Llc
  Mclean, VA

Previous Registrations

• 2010-03-17 → 2012-12-11
  Morgan Stanley
  Bethesda, MD

Other Businesses

I WISH TO WORK PART-TIME WITH FAIRFAX MORTGAGE TO ORIGINATE MORTGAGE LOANS. IN FUTURE, I MAY CONSIDER OPENING MY OWN MORTGAGE COMPANY. THIS ACTIVITY IS NOT INVESTMENT RELATED. THE NUMBER OF HOURS PER WEEK I EXPECT TO DEVOTE DURING SECURITIES TRADING HOURS WILL BE LESS THAN 1 HOUR PER DAY OR LESS THAN 25 HOURS PER MONTH. SPECTRUM ASSET MANAGEMENT, LLC; OWNER; 1/31/2024; DBA FOR INVESTMENT ADVISORY PRACTICE. FULL-TIME.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-15