Courtenay J Satterwhite

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 02/2026
  Morgan Stanley
  Palm Beach Island, FL
• 02/2026 → Present
  Spirepoint Private Client, Llc
  Vero Beach, FL

Previous Registrations

• 2014-10-29 → 2026-02-19
  Morgan Stanley
  West Palm Beach, FL
  Boca Raton, FL
  West Palm Beach, FL
  Palm Beach, FL
  West Palm Beach, FL
  Palm Beach, FL
• 2013-12-06 → 2014-11-14
  Barclays Capital Inc.
  Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-12-05

Other Names

• Courtenay Joanne Brill