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Steven Michael Digregorio

Spire Wealth Management, LLC

Mclean, VA

Ormond Beach, FL

Newburgh, NY

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Current Employers
Spire Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
NY RA APPROVED 2021-04-06
PA RA APPROVED 2009-09-08
  • FL RA
    APPROVED
    Since 2025-01-01
  • NY RA
    APPROVED
    Since 2021-04-06
  • PA RA
    APPROVED
    Since 2009-09-08

Branch Locations

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

Ormond Beach, FL • United States

100 Stony Brook Ct, Newburgh, NY 12550 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Spire Investment Partners Reston VA 09/2009 Present
  • 09/2009 → Present
    Spire Investment Partners
    Reston, VA
Previous Registrations
  • 2007-03-05 → 2009-09-08
    Banc Of America Investment Services, Inc.
    Narrowsburg, NY
    Poughkeepsie, NY
    Wappingers Falls, NY
    Roscoe, NY
    Newburgh, NY
    Montgomery, NY
    Monticello, NY
Other Businesses

IAR OF SPIRE WEALTH MANAGMENT (DBA COMPASS ASSET MANAGEMENT). INSURANCE SALES THROUGH SPIRE INSURANCE AGENCY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-03
S63 Uniform Securities Agent State Law Examination 1987-08-22
  • S65 Uniform Investment Adviser Law Examination
    2007-03-03
  • S63 Uniform Securities Agent State Law Examination
    1987-08-22
Other Names
  • Steven M Digregorio
  • Steven Digregorio

View on SEC IAPD

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