Courtenay J Satterwhite
Investment adviser representative at Spirepoint Private Client, LLC
12 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
12 years in the industry.
- Spirepoint Private Client, LLCFeb 2026 to now
- Morgan StanleyOct 2014 to Feb 2026
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 5764469
- Firm CRD
- 327350