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Midhat Quadri

Spire Wealth Management, LLC

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About Midhat Quadri

Midhat Quadri is a financial advisor at Spire Wealth Management, LLC. Midhat has been in the industry since 2007. Midhat holds Series 7, 65 and 66 licenses and is a Chartered Financial Analyst. Midhat offers financial planning, investment management, retirement planning, insurance and estate planning services to individuals, families and businesses.

Firm Information

Midhat Quadri 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Midhat Quadri’s Registration & Firm History

NM

09/14/2020 - Present

Spire Wealth Management, LLC (Las Cruces NM)

NM

11/07/2007 - 02/12/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS CRUCES NM)

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Licenses & Designations

IA

Issued 08/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Midhat Quadri.
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