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Stephen Receski

Spire Wealth Management, LLC
36 Years of Experience
Pittsburgh, PA
1 DisclosureBroker
View SEC Summary
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Stephen Receski is a registered investment advisor at Spire Wealth Management, LLC, based in Pittsburgh, PA, with 36 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,379 clients with $4.5B in assets under management.

Spire Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
6,379 clients
Average Client Portfolio
$708K average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees generally range from 0.02% to 2.25% of assets under management. Individual advisors set specific fee schedules and retain discretion to negotiate alternative fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6507 Wilkins Ave, Suite 211, Pittsburgh, PA, 15217

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 1995
View Full SEC ReportHow to Read Disclosures
Other 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
December 2018 - Present · 7 yrs 10 mos
Spire Securities, LLCBroker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
Spire Wealth Management, LLC
October 2015 - December 2016 · 1 yr 2 mos
Spire Wealth Management, LLC
August 2009 - December 2013 · 4 yrs 4 mos
RBC Capital Markets Corporation
June 2009 - August 2009 · 2 mos
RBC Capital Markets CorporationBroker
March 2009 - August 2009 · 5 mos
Ferris, Baker Watts, LLCBroker
September 2006 - March 2009 · 2 yrs 6 mos
Arthurs, Lestrange & Company IncorporatedBroker
August 1995 - September 2006 · 11 yrs 1 mo
PNC Securities CORPBroker
May 1994 - December 1994 · 7 mos
PNC Brokerage CORPBroker
May 1994 - August 1995 · 1 yr 3 mos
Montano Securities CorporationBroker
April 1994 - October 1994 · 6 mos
Advest, INC.Broker
August 1987 - November 1989 · 2 yrs 3 mos
Prudential-Bache Securities INC.Broker
March 1985 - April 1987 · 2 yrs 1 mo
State Registrations6 states
CAFLNYPATXWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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