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Joseph Peter Colell Jr

Investment Adviser Representative at SPIRE WEALTH MANAGEMENT, LLC

Upton, MACRD #50660Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
50 yrs
States Registered
4 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
ConnecticutMassachusettsNew YorkRhode Island
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/27/1999
Series 65
Uniform Investment Adviser Law Examination
Passed 4/10/1995
Series 7
General Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 6/10/2005
Series 1
Registered Representative Examination
Passed 9/7/1974
Series 24
General Securities Principal Examination
Passed 11/11/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Spire Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SPIRE WEALTH MANAGEMENT, LLCCurrent
9/21/2018Upton, MA
SPIRE SECURITIES, LLCCurrent
8/27/2018Upton, MA
AMERIPRISE FINANCIAL SERVICES, INC.
8/20/20148/16/2018Westborough, MA
STRATEGIC ASSETS ADVISORY GROUP, LLC
1/7/199812/8/2014Needham, MA
LPL FINANCIAL LLC
1/17/20069/10/2014Needham, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Peter Colell Jr 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.

Joseph Peter Colell Jr - Financial Advisor in Upton, MA | AdvisorFinder