AS
AS

Alexi Sacco

12 Years of Experience
Broker
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

Alexi is a musician performing in the Washington, DC area since 2016. Alexi is also an Investment Advisor Representative (IAR) of Spire Wealth Management, LLC.

Employment History
Current Registrations
Spire Wealth Management, LLC
November 2018 - Present · 7 yrs 3 mos
Spire Securities, LLC
November 2018 - Present · 7 yrs 3 mos
Spire Securities, LLCBroker
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Oppenheimer & CO. INC.
October 2013 - October 2018 · 5 yrs
Oppenheimer & CO. INC.Broker
September 2013 - October 2018 · 5 yrs 1 mo
UBS Financial Services INC.
July 2013 - October 2013 · 3 mos
UBS Financial Services INC.Broker
January 2013 - October 2013 · 9 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.