Christopher Patterson
Investment Adviser Representative at Spire Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Patterson is an investment adviser representative with Spire Wealth Management, LLC in Potomac, MD, where they have been registered since 2008, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maryland.
Registrations & licenses
- Investment adviser:
- Maryland
- Broker:
8 states and territories
District of Columbia, Florida, Illinois, Maryland, North Carolina, Ohio, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Spire Investment Partners, LLCMar 2008 – Sep 2026Bethesda, MD
- Spire Wealth ManagementMar 2008 – Sep 2026McLean, VA
- Concurrent Investment Advisors, LLC dba Patterson Wealth Mgmt.Sep 2026 – no end date reportedMcLean, VA
- Purshe Kaplan Sterling InvestmentsOct 2026 – no end date reportedAlbany, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Spire Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management including customized portfolios, portfolio allocation, equity exposure management, and tax minimization. The firm also provides financial planning, estate planning review, tax planning, and insurance needs review, collaborating with clients' estate attorneys, accountants, and insurance professionals.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 71
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Mclean, VA
- SEC file number:
- 801-60468
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at Spire Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Patterson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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