Unclaimed Profile

Trent H Leyda

SPIREPOINT PRIVATE CLIENT, LLC·VERO BEACH, Florida

SIE, Series 7, Series 63, Series 66Clean record21 years registeredSPIREPOINT PRIVATE CLIENT, LLC

830 AZALEA LANE, VERO BEACH, FL 32963CRD# 2234188Firm CRD# 327350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Trent H Leyda · VERO BEACH, FL

Registration

CRD #2234188 · SPIREPOINT PRIVATE CLIENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

SPIREPOINT PRIVATE CLIENT, LLC

Oct 2023 – present

MORGAN STANLEY

Jun 2009 – Oct 2023

Vero Beach, FL

MORGAN STANLEY & CO. INCORPORATED

Apr 2009 – Jun 2009

VERO BEACH, FL

RAYMOND JAMES & ASSOCIATES, INC.

Jun 2005 – Apr 2009

VERO BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 2, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPIREPOINT PRIVATE CLIENT, LLC

CRD 327350 · SEC 801-128336

AUM

$934M

Regulatory assets under management

Employees

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

Speak with Trent

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Trent is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VERO BEACH?

Browse all registered financial advisors in VERO BEACH, Florida or claim this profile if it's yours.

Browse VERO BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Trent H Leyda offer?

Trent H Leyda specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VERO BEACH, Florida for a consultation.

What are Trent H Leyda's credentials?

Trent H Leyda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Trent H Leyda located?

Trent H Leyda 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 Trent H Leyda charge for services?

Trent H Leyda'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →