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James Andrew Beindorf

SPIREPOINT PRIVATE CLIENT, LLC·VERO BEACH, Florida
SIE, Series 7TO, Series 66Clean record6 years registeredSPIREPOINT PRIVATE CLIENT, LLC
830 AZALEA LANE, VERO BEACH, FL 32963CRD# 7239374Firm CRD# 327350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Andrew Beindorf · VERO BEACH, FL
Registration
CRD #7239374 · SPIREPOINT PRIVATE CLIENT, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

SPIREPOINT PRIVATE CLIENT, LLC
Oct 2023 – present
MORGAN STANLEY
Jun 2020 – Oct 2023
Vero Beach, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · June 1, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPIREPOINT PRIVATE CLIENT, LLC
CRD 327350 · SEC 801-128336
AUM
$934M
Regulatory assets under management
Employees
7
693 client accounts
Services offered by SPIREPOINT PRIVATE CLIENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SPIREPOINT PRIVATE CLIENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does James Andrew Beindorf offer?
James Andrew Beindorf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VERO BEACH, Florida for a consultation.
What are James Andrew Beindorf's credentials?
James Andrew Beindorf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Beindorf located?
James Andrew Beindorf is based in VERO BEACH, Florida, working with SPIREPOINT PRIVATE CLIENT, LLC. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does James Andrew Beindorf charge for services?
James Andrew Beindorf's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPIREPOINT PRIVATE CLIENT, LLC?
SPIREPOINT PRIVATE CLIENT, LLC has approximately 7 employees and manages $934M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPIREPOINT PRIVATE CLIENT, LLC

Trent H Leyda
VERO BEACH, FL
Hakyung Kay Campione
VERO BEACH, FL
CFP

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