AB
AB

Andrew Daniel Baron

7 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

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Location

7901 Jones Branch Drive, Suite 800, McLean, VA, 22102

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History

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.

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Employment History
Current Registrations
Spire Wealth Management, LLC
March 2022 - Present · 3 yrs 11 mos
Spire Securities, LLCBroker
September 2018 - Present · 7 yrs 5 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Daniel Baron - Financial Advisor | TrueAdvisor