Unclaimed Profile

Steven Curtis Donald

SPIRE WEALTH MANAGEMENT, LLC·RESTON, Virginia

SIE, Series 3, Series 4, Series 7, Series 24, Series 53, Series 63, Series 65Clean record29 years registeredSPIRE WEALTH MANAGEMENT, LLC

1840 MICHAEL FARADAY DR., RESTON, VA 20190CRD# 869143Firm CRD# 113908

Profile Verification

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

Identity

Steven Curtis Donald · RESTON, VA

Registration

CRD #869143 · SPIRE WEALTH MANAGEMENT, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SPIRE WEALTH MANAGEMENT, LLC

LINSCO/PRIVATE LEDGER CORP.

Nov 2003 – May 2005

WASHINGTON, DC

RIGGS SECURITIES INC.

Jan 1997 – Nov 2003

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · January 1, 1997

Years registered · 29

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 Steven Curtis Donald offer?

Steven Curtis Donald specializes in Financial Planning, Investment Management.

What are Steven Curtis Donald's credentials?

Steven Curtis Donald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Curtis Donald located?

Steven Curtis Donald is based in RESTON, Virginia, last registered with SPIRE WEALTH MANAGEMENT, LLC.

How does Steven Curtis Donald charge for services?

Steven Curtis Donald'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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