Scott
Fewin

Spire Wealth Management, LLC

CRD#2512530
Investment Advisor
in Charlotte, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Scott Fewin is a financial advisor working out of Charlotte, North Carolina with a total of 2 years of relevant experience. Fewin is an employee of Spire Wealth Management, LLC. Throughout their career, Fewin has worked at Lpl Financial, Spire Investment Partners and Td Ameritrade. Fewin holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Spire Wealth Management, LLC is an advisory business operating out of Mc Lean, VA. It has offices in 45 locations and a total of 138 advisors. It handles $4 billion in assets among its 14,882 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 35 charities and foundations. Of its 14,882 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in investable assets. The business offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Spire Wealth Management, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Charlotte, NC

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,880,542,514

NC Average: $1,835,309,194
Total Number of Employees

138

NC Average: 32
Total Number of Accounts

14,882

NC Average: 1,458
Average Account Size

$260,754

NC Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Scott Fewin Work History

Scott has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Spire Investment Partners

2017 - 2021 (4 years)

Td Ameritrade

2013 - 2016 (3 years)

Lpl Financial

*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 Scott Fewin 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

Courtney Smith
Mc Lean, VA
Marcus Malone
Mc Lean, VA
David Canham
Alexandria, VA
Scott Fewin
Charlotte, NC
David Speranza
Newburgh, NY
Michael Erbaio
Fort Lauderdale, FL
Scott Aabel
Mc Lean, VA
Mark Doughty
Mc Lean, VA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started