Patricia Morgan is a registered investment advisor, based in Mclean, VA, with 27 years of industry experience.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patricia is an investment advisor representative of Spire Wealth Management. She is also an agent of Spire Insurance, an affiliate, implying she sells insurance products.
Employment History
Current Registrations
Spire Securities, LLCBroker
January 2026 - Present · 4 mos
Spire Securities, LLC
January 2026 - Present · 4 mos
Spire Wealth Management, LLC
January 2026 - Present · 4 mos
Previous Registrations
Spire Wealth Management, LLC
February 2011 - December 2025 · 14 yrs 10 mos
Spire Securities, LLCBroker
September 2009 - December 2025 · 16 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2009 - September 2009 · 5 mos
Clearpath Wealth Management, LLC
March 2009 - March 2011 · 2 yrs
Citigroup Global Markets INC.
September 1998 - April 2009 · 10 yrs 7 mos
Citigroup Global Markets INC.Broker
September 1998 - April 2009 · 10 yrs 7 mos
State Registrations11 states
COCTFLGAINMANYOHRITNVA
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.