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Hakyung Kay Campione

Spirepoint Private Client, LLC

Vero Beach, FL

CRD 6388025

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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 2023-10-16
  • FL RA
    APPROVED
    Since 2023-10-16

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 08/2014 05/2017
Bank Of America N.A. Vero Beach FL 10/2014 05/2017
Morgan Stanley Vero Beach FL 05/2017 10/2023
Morgan Stanley Private Bank, National Association New York NY 06/2017 10/2023
Spirepoint Private Client Vero Beach FL 10/2023 Present
Morgan Stanley Private Bank, N.A New York NY 06/2017 Present
  • 08/2014 → 05/2017
    Vero Beach, FL
  • 10/2014 → 05/2017
    Bank Of America N.A.
    Vero Beach, FL
  • 05/2017 → 10/2023
    Vero Beach, FL
  • 06/2017 → 10/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 10/2023 → Present
    Spirepoint Private Client
    Vero Beach, FL
  • 06/2017 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

1. VNA OF TREASURE COAST; NOT INVESTMENT-RELATED; VERO BEACH, FL; MEDICAL; INVESTMENT COMMITTEE; 1/2018 ; TWO HOURS PER MONTH; ONE DURING TRADING HOURS; ADMINISTRATIVE 2. INSURANCE AGENT; INVESTMENT-RELATED; VERO BEACH, FL; INSURANCE AGENT; 1/2015; TIME DEVOTED, INCLUDING DURING TRADING HOURS; DEPENDENT ON CLIENT NEEDS; SERVICING CLIENT ON INSURANCE POLICIES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-11
  • S66 Uniform Combined State Law Examination
    2014-11-11
Designations
  • Certified Financial Planner
Other Names
  • Hakyung Kim
  • Hakyung Kay Campione
  • H. K Campione
  • Kay Campione

View on SEC IAPD

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