Michael
Erbaio
Spire Wealth Management, LLC
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About this Advisor
Michael Erbaio is a financial advisor who works out of Fort Lauderdale, Florida who has 5 years of relevant experience. Erbaio is on the advisory team at Spire Wealth Management, LLC. Throughout their career, Erbaio has worked at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Erbaio Capital Ventures Inc, Invest Financial Corp, Securities America Inc, Securities America Advisors and Spire Investment Partners, LLC. Erbaio has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Spire Wealth Management, LLC is a registered investment company that has its headquarters in Mc Lean, VA. The firm has offices in 45 locations and a total of 138 people on staff. It manages $4 billion in assets across its 14,882 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 35 charities and foundations. Of its 14,882 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely are based on which service is provided. However, fees billed by Spire Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spire Wealth Management, LLC Brokerage Details
$3,880,542,514
138
14,882
$260,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Michael Erbaio Work History
Michael has been registered as a financial advisor for 5 years.*
Spire Investment Partners, LLC
Securities America Inc
Securities America Advisors
Invest Financial Corp
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Erbaio Capital Ventures Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Erbaio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spire Wealth Management, LLC
Charlotte, NC
Mc Lean, VA
Fort Lauderdale, FL
Mc Lean, VA
Newburgh, NY
Mc Lean, VA
Alexandria, VA
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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