Spencer William Borchelt
Investment adviser representative at Signaturefd, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Signaturefd, LLCJan 2025 to now
- Signaturefd, LLCMar 2022 to Dec 2024
- Goldman Sachs & Co. LLCJan 2021 to Feb 2022
- The Ayco Company, L.p./mercer AlliedDec 2018 to Jan 2021
- The Ayco Company, L.P.Sep 2017 to Dec 2018
- Kennesaw State UniversityAug 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
Signaturefd, LLC
$9.7BAssets managed
1,913Clients
49Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7058019
- Firm CRD
- 112758