Unclaimed Profile

David Lloyd Blisk

SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, Virginia

SIE, Series 3, Series 7, Series 24, Series 51, Series 63, Series 65, Series 79TO, Series 99TO24 years registeredSPIRE WEALTH MANAGEMENT, LLC

7901 JONES BRANCH DR., MCLEAN, VA 22102CRD# 2155652Firm CRD# 113908

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lloyd Blisk · MCLEAN, VA

Registration

CRD #2155652 · SPIRE WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SPIRE WEALTH MANAGEMENT, LLC

Jan 2002 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 51

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · January 14, 2002

Years registered · 24

Disclosure History

2017Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SPIRE WEALTH MANAGEMENT, LLC

CRD 113908 · SEC 801-60468

AUM

$4.8B

Regulatory assets under management

Employees

165

15,951 client accounts

Services offered by SPIRE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPIRE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Lloyd Blisk offer?

David Lloyd Blisk specializes in Financial Planning, Investment Management. Contact their office in MCLEAN, Virginia for a consultation.

What are David Lloyd Blisk's credentials?

David Lloyd Blisk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lloyd Blisk located?

David Lloyd Blisk is based in MCLEAN, Virginia, working with SPIRE WEALTH MANAGEMENT, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does David Lloyd Blisk charge for services?

David Lloyd Blisk's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPIRE WEALTH MANAGEMENT, LLC?

SPIRE WEALTH MANAGEMENT, LLC has approximately 165 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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