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Matthew M Ludmer

Investment Adviser Representative at SPIRE WEALTH MANAGEMENT, LLC

Irvington, NYCRD #1179469Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
1 states
Exams Passed
5

Professional summary

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

Matthew M. Ludmer has worked in the securities industry since 1983. They have passed the Series 65, 63, 31, and 7 examinations. They are registered to provide investment advisory services in New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/7/1992
Series 63
Uniform Securities Agent State Law Examination
Passed 12/18/1987
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 10/23/2009
Series 7
General Securities Representative Examination
Passed 8/20/1983

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
4/29/2021 – Irvington, NY
SPIRE SECURITIES, LLCCurrent
10/25/2013 – Irvington, NY
MORGAN STANLEY
6/1/2009 – 10/29/2013New York, NY
CITIGROUP GLOBAL MARKETS INC.
4/1/2002 – 6/1/2009New York, NY
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
6/26/1997 – 4/26/2002Jersey City, NJ
MORGAN STANLEY & CO., INCORPORATED
9/27/1984 – 7/1/1997New York, NY
DONALD & CO. SECURITIES INC.
8/24/1983 – 9/21/1984

Official records & sources

Data as of June 21, 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. Matthew M Ludmer 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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Matthew M Ludmer - Financial Advisor in Irvington, NY | AdvisorFinder