Best Investors Account Sign in
Inactive

Ronnie James Marceaux

Spirepoint Private Client, LLC

Palm Beach Gardens, FL

Vero Beach, FL

CRD 4053858

Claim This Profile
Employer firm

Spirepoint Private Client, LLC CRD 327350

$1.44B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Spirepoint Private Client, Llc

830 Azalea Lane, Vero Beach, FL 32963 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-09
  • FL RA
    APPROVED
    Since 2025-09-09

Branch Locations

3825 Pga Blvd Suite 1005, Palm Beach Gardens, FL 33410 • United States

830 Azalea Lane, Vero Beach, FL 32963 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Palm Beach FL 06/2009 08/2025
Morgan Stanley Private Bank, National Association New York NY 01/2015 08/2025
Spirepoint Private Client, Llc Vero Beach FL 08/2025 Present
Morgan Stanley Private Bank, N.A New York NY 01/2015 Present
  • 06/2009 → 08/2025
    Morgan Stanley Smith Barney
    Palm Beach, FL
  • 01/2015 → 08/2025
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 08/2025 → Present
    Vero Beach, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2009-06-01 → 2025-09-19
    Palm Beach, FL
    W. Palm Beach, FL
    West Palm Beach, FL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Palm Beach, FL
  • 2003-07-25 → 2007-04-02
    Morgan Stanley Dw Inc.
    Delray Beach, FL
    Delray Beach, FL
    Palm Beach, FL
  • 2003-07-25 → 2004-04-12
    Boca Raton, FL
Other Businesses

1. INSURANCE AGENT; INVESTMENT RELATED; PALM BEACH GARDENS, FL; INSURANCE AGENT; 8/2023; TIME DEVOTED, INCLUDING DURING TRADING HOURS; DEPENDENT ON CLIENT NEEDS; SERVICING CLIENT ON INSURANCE POLICIES. 2. PORSHE CLUB OF AMERICA-GULFSTREAM REGION; NOT INVESTMENT RELATED; PALM BEACH GARDENS, FL; CAR CLUB; 09/2025; TIME DEVOTED, INCLUDING DURING TRADING HOURS, 3 HRS/MO; REQUEST AND OBTAIN CERTIFICATES OF INSURANCE FOR CLUB EVENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-23
S66 Uniform Combined State Law Examination 2000-05-18
  • S65 Uniform Investment Adviser Law Examination
    2003-07-23
  • S66 Uniform Combined State Law Examination
    2000-05-18
Other Names
  • Jamie Marceaux
  • Ronnie James Marceaux
  • Ronnie Jamie James Marceaux Jr
  • Ronnie James Marceaux
  • Ronnie Jamie James Marceaux Jr
  • Ronnie Jamie Jame Marceaux Jr.
  • Ronnie Jamie Jame Marceaux
  • Ronnie Jamie Marceaux
  • Ronnie Jamie Marceaux
  • Ronnie James Marceaux

View on SEC IAPD

More in Palm Beach Gardens, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor