Trent H Leyda
Investment adviser representative at Spirepoint Private Client, LLC
17 yearsExperience
14 statesRegistered in
$1.4BFirm assets
3 yearsFirm in business
Are you Trent H Leyda? Claim your profile
Contact this firm
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
17 years in the industry.
- Spirepoint Private Client, LLCOct 2023 to now
- Morgan Stanley Private Bank, N.AJan 2015 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Oct 2023
- Morgan Stanley Smith BarneyJun 2009 to Oct 2023
- Morgan StanleyApr 2009 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 14 states (CA, CO, FL, GA, IL, LA, MI, NC, NJ, NY, PA, SC, TX, VT).
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
- 2234188
- Firm CRD
- 327350