Unclaimed Profile

Suzanne Marie Mckeown

SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, Virginia

SIE, Series 7, Series 14, Series 22, Series 24, Series 28, Series 51, Series 63, Series 79TO, Series 99TOSPIRE WEALTH MANAGEMENT, LLC

7901 JONES BRANCH DR., MCLEAN, VA 22102CRD# 1814114Firm CRD# 113908

Profile Verification

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

Identity

Suzanne Marie Mckeown · MCLEAN, VA

Registration

CRD #1814114 · SPIRE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 22

Series 24

Series 28

Series 51

Series 63

Series 79TO

Series 99TO

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. 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 Suzanne Marie Mckeown offer?

Suzanne Marie Mckeown specializes in Financial Planning, Investment Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Suzanne Marie Mckeown's credentials?

Suzanne Marie Mckeown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Suzanne Marie Mckeown located?

Suzanne Marie Mckeown 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 Suzanne Marie Mckeown charge for services?

Suzanne Marie Mckeown'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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