Stephen Receski
Stephen Receski is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 36 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1995Other Business Activities
Stephen performs outside accounting work for businesses and individuals in the Pittsburgh area through Receski's Tax Services. This activity is not investment-related.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
Spire Wealth Management, LLC
Spire Wealth Management, LLC
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Ferris, Baker Watts, LLCBroker
Arthurs, Lestrange & Company IncorporatedBroker
PNC Securities CORPBroker
PNC Brokerage CORPBroker
Montano Securities CorporationBroker
Advest, INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.