Kim M Orsi
Investment adviser representative at Spirepoint Private Client, LLC
18 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Spirepoint Private Client, LLCAug 2025 to now
- Morgan Stanley Smith BarneyJun 2009 to Aug 2025
- Morgan Stanley & Co. IncorporatedMay 2008 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Spirepoint Private Client, LLC
$1.4BAssets managed
1,376Clients
9Advisers
3 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
- 1433219
- Firm CRD
- 327350