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Kyle Thomas Venditti

Investment Adviser Representative at Spire Wealth Management, LLC

Mclean, VACRD #7076969Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kyle Thomas Venditti is an investment adviser representative with Spire Wealth Management, LLC in Mclean, VA, where they have been registered since 2025. They have worked in the securities industry since 2019 and were previously registered with The Marshall Financial Group LLC. 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 and Virginia.

Office

7901 Jones Branch Drive, Suite 800
Mclean, VA 22102

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland, Virginia
Broker:
11 states and territories

Arizona, Connecticut, Georgia, Indiana, Maryland, Massachusetts, Ohio, Pennsylvania, Rhode Island, Tennessee, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/31/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 5/10/2019
Series 7
General Securities Representative Examination
Passed 5/2/2019
SIE
Securities Industry Essentials Examination
Passed 3/15/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Spire Wealth Management, LLCCurrent
1/30/2025 – Mclean, VA
THE Marshall Financial Group LLC
7/31/2023 – 2/7/2025Hunt Valley, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. J.P. Morgan Chase Bank & Co.
    Feb 2019 – Sep 2021Newark, DE
  2. Jpmorgan Securities LLC
    Feb 2019 – Oct 2021Newark, DE
  3. Pennsylvania State University
    Aug 2015 – Dec 2016Hazleton, PA
  4. Northeast Ear, Nose and Throat Associates
    May 2016 – Dec 2016Bloomsburg, PA
  5. Amerimar Enterprises - Newark Associates
    Jan 2017 – Feb 2019Newark, DE
  6. Unemployed
    Dec 2016 – Jan 2017Berwick, PA
  7. Berwick Brewing company
    Jun 2015 – Nov 2016Bewick, PA
  8. Jpmorgan Chase BANK NA
    Oct 2021 – Jan 2025Baltimore, MD
  9. Jpmorgan Securities LLC
    Oct 2021 – Jan 2025Baltimore, MD
  10. The Marshall Financial Group LLC
    Jun 2023 – Jan 2026Hunt Valley, MD
  11. J.P. Morgan Chase - Private Bank
    Oct 2021 – May 2023Baltimore, MD
  12. Spire Wealth Management
    Jan 2025 – Sep 2026McLean, VA
  13. Spire Securities
    Jan 2025 – Sep 2026McLean, VA
  14. Spire Investment Partners
    Feb 2025 – Sep 2026McLean, VA
  15. Concurrent Investment Advisors, LLC
    Sep 2026 – no end date reportedMcLean, VA
  16. Purshe Kaplan Sterling Investments
    Oct 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.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementInvestment ManagementFinancial PlanningFiduciaryCustomized PortfoliosTax MinimizationEstate PlanningAsset AllocationEquitiesFixed IncomeIndependent Advisory

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

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 profile

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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. Kyle Thomas Venditti 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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