James Andrew Beindorf
Investment adviser representative at Spirepoint Private Client, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
Are you James Andrew Beindorf? 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
12 years in the industry.
- Spirepoint Private Client, LLCOct 2023 to now
- Purshe Kaplan Sterling InvestmentsOct 2023 to now
- Morgan Stanley Private Bank, N.ASep 2020 to Oct 2023
- Morgan StanleyJul 2020 to Oct 2023
- Morgan Stanley Smith Barney LLCMar 2020 to Jul 2020
- Offutt Barton Schlitt LLCDec 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7239374
- Firm CRD
- 327350