BM
BM

Bharat Nandiram Mulchandani

15 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

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Location

7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bharat wishes to work part-time with Fairfax Mortgage to originate mortgage loans and may consider opening his own mortgage company in the future. He also owns Spectrum Asset Management, LLC, which is a DBA for his investment advisory practice, and he dedicates full-time hours to this.

Employment History
Current Registrations
Spire Wealth Management, LLC
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
Spire Securities, LLCBroker
November 2012 - January 2024 · 11 yrs 2 mos
Morgan Stanley
March 2010 - December 2012 · 2 yrs 9 mos
Morgan StanleyBroker
March 2010 - December 2012 · 2 yrs 9 mos
State Registrations4 states
FLMDTXVA
Advisor
Exams
No exam information available for this advisor.