linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ashley Squillace

Spire Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ashley? Claim Your Profile

About Ashley Squillace

Ashley Squillace is an investment advisor representative at Spire Wealth Management, LLC and has been in the financial industry since 2015. Ashley holds the Series 7 and 66 licenses and has the Securities Industry Essentials Examination (SIE). Ashley also holds an insurance license and is a Pampered Chef Sales Consultant. Spire Wealth Management, LLC offers a range of services including financial planning, retirement & estate planning, divorce planning, and portfolio management for individuals.

Firm Information

Ashley Squillace is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ashley Squillace’s Registration & Firm History

NY

01/27/2016 - Present

Spire Wealth Management, LLC (Newburgh NY)

Not sure if Ashley Squillace is right for you?

Licenses & Designations

BOTH

Issued 08/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashley Squillace.
Not sure if Ashley Squillace is right for you?