Richard Eller

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

• 06/2007 → Present
  Richard Eller - Insurance
  Westport, CT
• 06/2007 → Present
  Eller Financial Group Llc
  Westport, CT
• 02/2010 → Present
  Spire Investment Partners, Llc
  Reston, VA

Previous Registrations

• 2007-07-30 → 2010-02-18
  Securities America Advisors, Inc.
  Westport, CT
• 1998-08-19 → 2007-06-29
  Brookstreet Securities Corporation
  Westport, CT
  Waltham, MA

Other Businesses

IAR OF SPIRE WEALTH MANAGEMENT - INCLUDES BLUEPRINT 401K SERVICES. INSURANCE AGENT/SALES. AFEA: Educator and Teacher; 12/28/2022; Present a pre-approved Social Security and Retirement Workshop and answer questions; 10-15 hours/month; no compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-19
• S63 Uniform Securities Agent State Law Examination
  1985-11-01

Other Names

• Rich Eller