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Stephen Nicholas Receski

Spire Wealth Management, LLC

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About Stephen Nicholas Receski

Stephen Nicholas Receski is a financial advisor with Spire Wealth Management, LLC. Stephen has been in the financial services industry since 1990. Stephen has a Series 63, Series 65, Series 7, and SIE licenses. Stephen is registered to provide investment advice in Florida, Pennsylvania and Texas. Stephen is also a registered representative with FINRA. Stephen is also the owner of Receski's Tax Services and provides accounting work in the Pittsburgh, PA area. In addition to individual clients, Stephen works with charitable organizations, corporations, and high-net-worth individuals.

Firm Information

Stephen Receski 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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Stephen Receski’s Registration & Firm History

PA

08/04/2023 - Present

Spire Wealth Management, LLC (PITTSBURGH PA)

PA

03/13/2009 - 08/06/2009

RBC CAPITAL MARKETS CORPORATION (PITTSBURGH PA)

PA

09/01/2006 - 03/13/2009

FERRIS, BAKER WATTS, LLC (PITTSBURGH PA)

PA

08/21/1995 - 09/01/2006

ARTHURS, LESTRANGE & COMPANY INCORPORATED (PITTSBURGH PA)

PA

05/26/1994 - 08/07/1995

PNC BROKERAGE CORP (PITTSBURGH PA)

PA

05/31/1994 - 12/23/1994

PNC SECURITIES CORP (PITTSBURGH PA)

CA

04/28/1994 - 10/05/1994

MONTANO SECURITIES CORPORATION (ORANGE CA)

CT

08/05/1987 - 11/20/1989

ADVEST, INC. (HARTFORD CT)

NA

03/19/1985 - 04/07/1987

PRUDENTIAL-BACHE SECURITIES INC.

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Licenses & Designations

IA

Issued 08/04/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephen Nicholas Receski. Review regulatory record here.
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