Palm Beach Gardens, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Spirepoint Private Client, LLC
Team
Firm-wide stats for Spirepoint Private Client, LLC
Clients per advisor
147 Very HighAvg AUM per client
$917,306 TypicalHNW client ratio
70% Very HighAbout
SpirePoint Private Client, LLC provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, retirement plans and institutional investors. The firm manages approximately $1.44 billion across more than a thousand accounts and delivers advice through a team of eight advisors.
Portfolios are managed using a mix of active and passive strategies—including tactical asset allocation, modern portfolio theory, trend‑following, alternatives and options—and the firm may allocate portions of client assets to independent managers. All advisory accounts are administered through SpirePoint’s wrap fee program, which consolidates transaction, custody and reporting services under the firm’s sponsorship and management.
Several of the firm’s supervised persons are registered representatives of a broker‑dealer and are also licensed insurance agents, and they may offer commission‑based brokerage or insurance products under separate arrangements; the firm discloses these relationships and, in some cases, may offset advisory fees by commissions or 12b‑1 fees. Sponsoring a firm‑wide wrap program while having advisors who operate as broker‑dealer representatives and insurance agents is uncommon among similar‑sized team firms and may affect execution, compensation and disclosure considerations clients should review.
Based on Spirepoint Private Client, LLC
Location
3825 Pga Blvd, Suite 1005
Palm Beach Gardens FL 33410
Advisors at this office
2
Advisors at this office
Ronnie M
Series 65, Series 66
Palm Beach Gardens, FL
Spirepoint Private Client, LLC
Ronnie Marceaux is a financial advisor at Spirepoint Private Client, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Marceaux is also a licensed insurance agent, providing services related to insurance policies based on client needs. Spirepoint Private Client, LLC serves individuals, families, trusts, institutions, and retirement plans with discretionary investment management, financial planning, and consulting. The firm employs a multi-faceted investment approach that integrates fundamental and technical analysis with portfolio construction tools, offering tailored portfolios that may include third-party managers and alternative investments.
Robert S
Series 66
Palm Beach Gardens, FL
Spirepoint Private Client, LLC
Robert Scarborough is a financial advisor at SpirePoint Private Client, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Purshe Kaplan Sterling Investments. Outside of his advisory role, Scarborough serves as Vice President and board member of Palm Beach Island Cats and performs with the Palm Beach Opera. SpirePoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm employs a multi-disciplinary investment approach combining fundamental and technical analysis with portfolio construction tools, offering both active and passive strategies tailored to client profiles.
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