Unclaimed Profile

William Chao

SPIRE WEALTH MANAGEMENT, LLC·RESTON, Virginia

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 52TO, Series 53, Series 63, Series 66Clean record21 years registeredSPIRE WEALTH MANAGEMENT, LLC

1840 MICHAEL FARADAY DR., RESTON, VA 20190CRD# 2998659Firm CRD# 113908

Profile Verification

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

Identity

William Chao · RESTON, VA

Registration

CRD #2998659 · SPIRE WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Dec 2023 – present

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Dec 2023 – present

MORGAN STANLEY

Apr 2019 – Aug 2023

Baltimore, MD

SPIRE WEALTH MANAGEMENT, LLC

Dec 2016 – Mar 2019

RESTON, VA

ADVICE AND PLANNING SERVICES

Jun 2008 – Dec 2016

BETHESDA, MD

RAYMOND JAMES FINANCIAL SERVICES

Jul 2007 – Sep 2007

MCLEAN, VA

WACHOVIA SECURITIES, LLC

Mar 2005 – Jun 2006

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 31

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · March 3, 2005

Years registered · 21

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 William Chao offer?

William Chao specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.

What are William Chao's credentials?

William Chao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Chao located?

William Chao 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 William Chao charge for services?

William Chao'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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