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Xiaoyong Wang

Spire Wealth Management, LLC

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About Xiaoyong Wang

Xiaoyong Wang is a financial advisor with Spire Wealth Management, LLC located in Syosset, NY. Xiaoyong has been in the industry since 2007. Xiaoyong has been registered with FINRA since 2007 and is currently registered with Spire Wealth Management, LLC. Xiaoyong is also registered with the state of New York as an Investment Advisor Representative. Xiaoyong has experience providing financial planning, portfolio management, and retirement planning services to individuals, businesses, and charitable organizations. Xiaoyong holds a Series 66 license and a Series 7 license, as well as the SIE exam.

Firm Information

Xiaoyong Wang 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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Xiaoyong Wang’s Registration & Firm History

NY

05/06/2021 - Present

Spire Wealth Management, LLC (Syosset NY)

NY

06/01/2009 - 12/11/2020

MORGAN STANLEY (JERICHO NY)

NY

07/05/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)

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Licenses & Designations

BOTH

Issued 07/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Xiaoyong Wang. Review regulatory record here.
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