Unclaimed Profile

Kevin Alfred Ramos

SPIRE WEALTH MANAGEMENT, LLC·RESTON, Virginia

SIE, Series 7, Series 9, Series 10, Series 24, Series 31, Series 52TO, Series 55, Series 63, Series 65, Series 66, Series 99TOClean record22 years registeredSPIRE WEALTH MANAGEMENT, LLC

1840 MICHAEL FARADAY DR., RESTON, VA 20190CRD# 3146845Firm CRD# 113908

Profile Verification

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

Identity

Kevin Alfred Ramos · RESTON, VA

Registration

CRD #3146845 · SPIRE WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2022 – present

MORGAN STANLEY

Apr 2015 – Mar 2021

POTOMAC, MD

H. BECK, INC.

Aug 2006 – May 2009

ROCKVILLE, MD

H. BECK, INC.

Jun 2004 – Dec 2004

ROCKVILLE, MD

MORGAN STANLEY

Oct 2003 – May 2004

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 31

Series 52TO

Series 55

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · October 24, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Kevin Alfred Ramos offer?

Kevin Alfred Ramos specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.

What are Kevin Alfred Ramos's credentials?

Kevin Alfred Ramos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Alfred Ramos located?

Kevin Alfred Ramos is based in RESTON, Virginia, working with SPIRE WEALTH MANAGEMENT, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Kevin Alfred Ramos charge for services?

Kevin Alfred Ramos'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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