David
Speranza
Spire Wealth Management, LLC
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About this Advisor
David Speranza is a financial advisor based in Newburgh, New York, working with Spire Wealth Management, LLC. David has previously held positions at Lincoln Financial Advisors Corporation and Compass Asset Management. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and New York. Currently, David is part of Spire Wealth Management, LLC, which operates out of Newburgh, New York. The firm has 47 offices and 165 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Spire Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spire Wealth Management, LLC Brokerage Details
$4,777,743,993
165
15,951
$299,526
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
David Speranza Work History
Compass Asset Management
Lincoln Financial Advisors Corporation
Disclosures
Please visit the SEC profile of David Speranza 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
Xenia, OH
Mc Lean, VA
Fort Lauderdale, FL
Colorado Springs, CO
Saint Louis, MO
Knoxville, TN
Wilmington, NC
Bedminster, NJ
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