Alexi
Sacco
Spire Wealth Management, LLC
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About this Advisor
Alexi Sacco is a financial advisor operating in Medway, Massachusetts, with 2 years of relevant experience. Sacco is on the advisory team at Spire Wealth Management, LLC. Their career trajectory has included roles at Ubs Financial Services and Oppenheimer & Co. Inc. Sacco holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Spire Wealth Management, LLC is a registered investment firm that has its headquarters in Mc Lean, VA. The company has offices in 45 locations and a total of 138 advisors. It has $4 billion in assets under management across its 14,882 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 35 charities and foundations. Of its 14,882 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. Spire Wealth Management, LLC performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fees billed by Spire Wealth Management, LLC can be comprised of 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
Alexi Sacco Work History
Alexi has been registered as a financial advisor for 2 years.*
Oppenheimer & Co. Inc
Ubs Financial Services
*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 Alexi Sacco 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
Mc Lean, VA
Mc Lean, VA
Fort Lauderdale, FL
Bethesda, MD
Alexandria, VA
Mc Lean, VA
Mc Lean, VA
Newburgh, NY
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